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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 | $108,990 | $104,251+4.5% | $91,004+19.8% | $147,585-26.2% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 15.70% | 27.06%-11.4pp | 4.60%+11.1pp | 578.58%-562.9pp |
| Employer contribution / active EE | $979 | $3,116-68.6% | $2,456-60.1% | $4,876-79.9% |
| Participant deferral / active EE | $2,873 | $4,195-31.5% | $3,548-19.0% | $5,439-47.2% |
| Admin fee / account holder | $1,061 | $8,948-88.1% | $5,417-80.4% | $10,886-90.2% |