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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 | $86,523 | $110,278-21.5% | $95,740-9.6% | $139,466-38.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.85% | 27.19%-6.3pp | 28.41%-7.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $966 | $3,260-70.4% | $2,836-65.9% | $4,754-79.7% |
| Participant deferral / active EE | $2,553 | $4,674-45.4% | $4,244-39.8% | $6,712-62.0% |
| Admin fee / account holder | $1,381 | $6,613-79.1% | $5,676-75.7% | $11,409-87.9% |