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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 | $92,657 | $106,280-12.8% | $96,538-4.0% | $139,487-33.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.82% | 38.48%-21.7pp | 35.74%-18.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $4,856 | $4,107+18.2% | $3,740+29.8% | $4,755+2.1% |
| Participant deferral / active EE | $9,617 | $5,457+76.2% | $4,880+97.1% | $6,713+43.3% |
| Admin fee / account holder | $1,260 | $7,888-84.0% | $6,737-81.3% | $11,407-89.0% |