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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 | $101,513 | $103,392-1.8% | $87,104+16.5% | $152,897-33.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 21.02% | 28.10%-7.1pp | 28.19%-7.2pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,762 | $3,221-45.3% | $2,521-30.1% | $4,764-63.0% |
| Participant deferral / active EE | $2,629 | $4,778-45.0% | $4,048-35.1% | $5,851-55.1% |
| Admin fee / account holder | $590 | $12,194-95.2% | $7,491-92.1% | $11,599-94.9% |