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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 | $58,719 | $115,911-49.3% | $100,530-41.6% | $158,950-63.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 9.64% | 34.80%-25.2pp | 30.89%-21.3pp | 302.91%-293.3pp |
| Employer contribution / active EE | $785 | $4,104-80.9% | $3,418-77.0% | $4,762-83.5% |
| Participant deferral / active EE | $2,297 | $6,676-65.6% | $6,271-63.4% | $5,983-61.6% |
| Admin fee / account holder | $955 | $10,999-91.3% | $8,083-88.2% | $11,248-91.5% |