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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 | $91,951 | $117,904-22.0% | $102,457-10.3% | $145,978-37.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.07% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $882 | $3,613-75.6% | $3,022-70.8% | $4,662-81.1% |
| Participant deferral / active EE | $2,142 | $5,733-62.6% | $5,054-57.6% | $6,690-68.0% |
| Admin fee / account holder | $1,130 | $13,329-91.5% | $9,451-88.0% | $13,400-91.6% |