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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 | $89,197 | $118,496-24.7% | $98,461-9.4% | $139,466-36.0% |
| Participation rate | 78.3% | 77.5%+0.8pp | 75.2%+3.1pp | 80.3%-2.1pp |
| Annual return | 13.17% | 18.96%-5.8pp | 21.17%-8.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,159 | $3,611-67.9% | $3,049-62.0% | $4,754-75.6% |
| Participant deferral / active EE | $1,733 | $5,393-67.9% | $4,738-63.4% | $6,712-74.2% |
| Admin fee / account holder | $7,243 | $14,056-48.5% | $8,961-19.2% | $11,409-36.5% |