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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 | $97,566 | $103,393-5.6% | $87,103+12.0% | $152,909-36.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 16.37% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $2,117 | $3,221-34.3% | $2,521-16.1% | $4,764-55.6% |
| Participant deferral / active EE | $5,096 | $4,778+6.7% | $4,049+25.9% | $5,851-12.9% |
| Admin fee / account holder | $933 | $12,195-92.3% | $7,491-87.5% | $11,601-92.0% |