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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 | $93,474 | $106,247-12.0% | $96,515-3.2% | $139,466-33.0% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 22.75% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $3,613 | $4,106-12.0% | $3,740-3.4% | $4,754-24.0% |
| Participant deferral / active EE | $8,212 | $5,456+50.5% | $4,880+68.3% | $6,712+22.3% |
| Admin fee / account holder | $576 | $7,885-92.7% | $6,735-91.4% | $11,409-94.9% |