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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 | $99,318 | $118,488-16.2% | $98,462+0.9% | $139,487-28.8% |
| Participation rate | 71.4% | 77.5%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 22.49% | 18.96%+3.5pp | 21.17%+1.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $956 | $3,611-73.5% | $3,049-68.6% | $4,755-79.9% |
| Participant deferral / active EE | $7,346 | $5,393+36.2% | $4,738+55.0% | $6,713+9.4% |
| Admin fee / account holder | $698 | $13,868-95.0% | $8,875-92.1% | $11,407-93.9% |