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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 | $93,684 | $113,338-17.3% | $94,993-1.4% | $147,586-36.5% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 16.73% | 20.80%-4.1pp | 27.14%-10.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $536 | $3,160-83.1% | $2,603-79.4% | $4,876-89.0% |
| Participant deferral / active EE | $3,673 | $3,777-2.7% | $3,317+10.7% | $5,439-32.5% |
| Admin fee / account holder | $421 | $6,063-93.0% | $4,960-91.5% | $10,886-96.1% |