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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 | $97,436 | $228,395-57.3% | $185,861-47.6% | $158,982-38.7% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 19.40% | 40.82%-21.4pp | 35.96%-16.6pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,557 | $4,968-68.7% | $4,088-61.9% | $4,763-67.3% |
| Participant deferral / active EE | $7,218 | $6,417+12.5% | $5,634+28.1% | $5,983+20.6% |
| Admin fee / account holder | $2,310 | $11,869-80.5% | $9,503-75.7% | $11,252-79.5% |