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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 | $158,502 | $99,345+59.5% | $84,753+87.0% | $273,972-42.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.04% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,473 | $4,214-65.0% | $3,574-58.8% | $4,869-69.7% |
| Participant deferral / active EE | $8,900 | $4,270+108.4% | $3,712+139.8% | $5,287+68.3% |
| Admin fee / account holder | $989 | $6,645-85.1% | $5,333-81.4% | $10,133-90.2% |