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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 | $89,716 | $90,509-0.9% | $78,693+14.0% | $273,968-67.3% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 4.85% | 75.61%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,396 | $3,175-56.0% | $2,850-51.0% | $4,869-71.3% |
| Participant deferral / active EE | $3,024 | $3,901-22.5% | $3,517-14.0% | $5,287-42.8% |
| Admin fee / account holder | $334 | $5,264-93.6% | $4,511-92.6% | $10,132-96.7% |