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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 | $98,188 | $110,212-10.9% | $96,534+1.7% | $139,466-29.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.51% | 26.42%-9.9pp | 25.88%-9.4pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,052 | $3,620-70.9% | $2,965-64.5% | $4,754-77.9% |
| Participant deferral / active EE | $2,056 | $5,547-62.9% | $4,851-57.6% | $6,712-69.4% |
| Admin fee / account holder | $6,800 | $11,599-41.4% | $8,253-17.6% | $11,409-40.4% |