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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 | $98,294 | $116,190-15.4% | $93,614+5.0% | $152,885-35.7% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 23.46% | 35.96%-12.5pp | 32.76%-9.3pp | 345.39%-321.9pp |
| Employer contribution / active EE | $564 | $3,219-82.5% | $2,718-79.2% | $4,763-88.1% |
| Participant deferral / active EE | $2,682 | $4,604-41.7% | $4,069-34.1% | $5,851-54.2% |
| Admin fee / account holder | $437 | $10,749-95.9% | $7,889-94.5% | $11,598-96.2% |