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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 | $98,757 | $110,337-10.5% | $102,383-3.5% | $145,877-32.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 18.04% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,195 | $4,216-47.9% | $3,870-43.3% | $4,663-52.9% |
| Participant deferral / active EE | $3,685 | $5,621-34.4% | $5,060-27.2% | $6,691-44.9% |
| Admin fee / account holder | $834 | $9,750-91.4% | $8,391-90.1% | $13,402-93.8% |