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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 | $90,595 | $162,785-44.3% | $133,959-32.4% | $158,950-43.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 17.77% | 41.94%-24.2pp | 45.09%-27.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,741 | $4,975-65.0% | $3,919-55.6% | $4,762-63.4% |
| Participant deferral / active EE | $4,373 | $5,910-26.0% | $5,047-13.4% | $5,983-26.9% |
| Admin fee / account holder | $2,926 | $11,738-75.1% | $8,928-67.2% | $11,248-74.0% |