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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 | $91,869 | $110,410-16.8% | $102,437-10.3% | $145,897-37.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.07% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,518 | $4,217-16.6% | $3,871-9.1% | $4,663-24.6% |
| Participant deferral / active EE | $5,385 | $5,622-4.2% | $5,060+6.4% | $6,689-19.5% |
| Admin fee / account holder | $482 | $9,745-95.1% | $8,388-94.3% | $13,390-96.4% |