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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 | $97,608 | $106,280-8.2% | $96,538+1.1% | $139,487-30.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 22.25% | 38.48%-16.2pp | 35.74%-13.5pp | 373.84%-351.6pp |
| Employer contribution / active EE | $2,244 | $4,107-45.4% | $3,740-40.0% | $4,755-52.8% |
| Participant deferral / active EE | $5,467 | $5,457+0.2% | $4,880+12.0% | $6,713-18.6% |
| Admin fee / account holder | $1,787 | $7,888-77.3% | $6,737-73.5% | $11,407-84.3% |