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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 | $84,251 | $94,436-10.8% | $115,599-27.1% | $82,637+2.0% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.3%+8.5pp | 68.1%+14.7pp |
| Annual return | 14.83% | 18.37%-3.5pp | 111.10%-96.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $667 | $2,324-71.3% | $2,955-77.4% | $2,552-73.8% |
| Participant deferral / active EE | $2,169 | $3,955-45.2% | $4,889-55.6% | $4,126-47.4% |
| Admin fee / account holder | $406 | $10,328-96.1% | $12,841-96.8% | $7,339-94.5% |