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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 | $98,043 | $103,393-5.2% | $87,103+12.6% | $152,909-35.9% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.9%+2.3pp | 82.5%-3.3pp |
| Annual return | 18.34% | 28.10%-9.8pp | 28.19%-9.9pp | 345.46%-327.1pp |
| Employer contribution / active EE | $770 | $3,221-76.1% | $2,521-69.5% | $4,764-83.8% |
| Participant deferral / active EE | $2,327 | $4,778-51.3% | $4,049-42.5% | $5,851-60.2% |
| Admin fee / account holder | $4,593 | $12,195-62.3% | $7,491-38.7% | $11,601-60.4% |