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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 | $94,792 | $121,677-22.1% | $104,625-9.4% | $158,966-40.4% |
| Participation rate | 78.6% | 77.5%+1.0pp | 74.1%+4.5pp | 82.0%-3.4pp |
| Annual return | 10.34% | 465.58%-455.2pp | 340.60%-330.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $748 | $3,165-76.4% | $2,681-72.1% | $4,762-84.3% |
| Participant deferral / active EE | $1,107 | $4,175-73.5% | $3,738-70.4% | $5,983-81.5% |
| Admin fee / account holder | $5,776 | $7,777-25.7% | $6,465-10.7% | $11,250-48.7% |