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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 | $93,187 | $110,410-15.6% | $102,437-9.0% | $145,897-36.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.49% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,561 | $4,217-39.3% | $3,871-33.8% | $4,663-45.1% |
| Participant deferral / active EE | $5,323 | $5,622-5.3% | $5,060+5.2% | $6,689-20.4% |
| Admin fee / account holder | $5,054 | $9,745-48.1% | $8,388-39.7% | $13,390-62.3% |