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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 | $92,208 | $71,230+29.5% | $93,727-1.6% | $80,959+13.9% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.5pp |
| Annual return | 11.63% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $937 | $1,565-40.2% | $2,421-61.3% | $2,757-66.0% |
| Participant deferral / active EE | $1,428 | $4,037-64.6% | $4,417-67.7% | $4,300-66.8% |
| Admin fee / account holder | $2,558 | $6,961-63.3% | $8,292-69.2% | $6,925-63.1% |