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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 | $96,983 | $118,877-18.4% | $96,570+0.4% | $167,536-42.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.47% | 50.50%-36.0pp | 37.79%-23.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $667 | $3,121-78.6% | $2,357-71.7% | $4,839-86.2% |
| Participant deferral / active EE | $2,044 | $4,617-55.7% | $3,849-46.9% | $6,342-67.8% |
| Admin fee / account holder | $1,373 | $8,069-83.0% | $6,182-77.8% | $12,315-88.9% |