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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 | $101,710 | $110,379-7.9% | $102,412-0.7% | $145,884-30.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.55% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,095 | $4,216-26.6% | $3,870-20.0% | $4,662-33.6% |
| Participant deferral / active EE | $8,844 | $5,622+57.3% | $5,060+74.8% | $6,690+32.2% |
| Admin fee / account holder | $983 | $9,745-89.9% | $8,388-88.3% | $13,392-92.7% |