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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 | $83,560 | $99,875-16.3% | $146,866-43.1% | $86,983-3.9% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 16.11% | 28.10%-12.0pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,895 | $3,224-41.2% | $4,425-57.2% | $2,584-26.7% |
| Participant deferral / active EE | $4,989 | $6,322-21.1% | $7,759-35.7% | $4,194+19.0% |
| Admin fee / account holder | $938 | $7,838-88.0% | $13,620-93.1% | $7,856-88.1% |