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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,030 | $126,661-24.2% | $113,397-15.3% | $138,895-30.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 18.77% | 25.05%-6.3pp | 23.20%-4.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,956 | $3,456+101.3% | $2,977+133.6% | $4,194+65.8% |
| Participant deferral / active EE | $8,108 | $5,693+42.4% | $5,076+59.7% | $6,396+26.8% |
| Admin fee / account holder | $569 | $14,549-96.1% | $11,957-95.2% | $12,562-95.5% |