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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 | $91,341 | $105,856-13.7% | $90,161+1.3% | $147,585-38.1% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 20.46% | 37.63%-17.2pp | 34.89%-14.4pp | 578.58%-558.1pp |
| Employer contribution / active EE | $624 | $4,126-84.9% | $3,318-81.2% | $4,876-87.2% |
| Participant deferral / active EE | $2,495 | $5,733-56.5% | $5,287-52.8% | $5,439-54.1% |
| Admin fee / account holder | $2,822 | $8,046-64.9% | $5,943-52.5% | $10,886-74.1% |