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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 | $82,242 | $117,426-30.0% | $99,470-17.3% | $152,885-46.2% |
| Participation rate | 78.3% | 77.5%+0.7pp | 73.8%+4.4pp | 82.5%-4.2pp |
| Annual return | 23.33% | 31.87%-8.5pp | 30.72%-7.4pp | 345.39%-322.1pp |
| Employer contribution / active EE | $696 | $3,014-76.9% | $2,540-72.6% | $4,763-85.4% |
| Participant deferral / active EE | $2,987 | $4,086-26.9% | $3,619-17.5% | $5,851-49.0% |
| Admin fee / account holder | $648 | $7,634-91.5% | $6,252-89.6% | $11,598-94.4% |