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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 | $86,531 | $115,917-25.4% | $100,535-13.9% | $158,982-45.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 18.86% | 34.80%-15.9pp | 30.90%-12.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $485 | $4,105-88.2% | $3,419-85.8% | $4,763-89.8% |
| Participant deferral / active EE | $5,308 | $6,677-20.5% | $6,271-15.4% | $5,983-11.3% |
| Admin fee / account holder | $28,323 | $11,002+157.4% | $8,085+250.3% | $11,252+151.7% |