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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 | $89,479 | $87,733+2.0% | $106,555-16.0% | $85,847+4.2% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 16.21% | 21.86%-5.6pp | 26.80%-10.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $762 | $2,073-63.2% | $2,819-73.0% | $2,565-70.3% |
| Participant deferral / active EE | $3,638 | $3,469+4.9% | $4,399-17.3% | $3,952-7.9% |
| Admin fee / account holder | $11,678 | $6,767+72.6% | $7,408+57.6% | $6,261+86.5% |