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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 | $105,082 | $96,562+8.8% | $80,976+29.8% | $273,968-61.6% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 9.65% | 15.14%-5.5pp | 17.10%-7.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $557 | $4,868-88.6% | $3,714-85.0% | $4,869-88.6% |
| Participant deferral / active EE | $5,830 | $6,597-11.6% | $5,696+2.4% | $5,287+10.3% |
| Admin fee / account holder | $135,877 | $7,493+1713.3% | $5,516+2363.3% | $10,132+1241.0% |