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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 | $100,019 | $105,856-5.5% | $90,161+10.9% | $147,586-32.2% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 14.47% | 37.63%-23.2pp | 34.89%-20.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $930 | $4,126-77.5% | $3,318-72.0% | $4,876-80.9% |
| Participant deferral / active EE | $3,139 | $5,733-45.2% | $5,287-40.6% | $5,439-42.3% |
| Admin fee / account holder | $3,140 | $8,046-61.0% | $5,943-47.2% | $10,886-71.2% |