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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 | $98,944 | $110,212-10.2% | $96,534+2.5% | $139,466-29.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 12.56% | 26.42%-13.9pp | 25.88%-13.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,886 | $3,620-47.9% | $2,965-36.4% | $4,754-60.3% |
| Participant deferral / active EE | $5,887 | $5,547+6.1% | $4,851+21.4% | $6,712-12.3% |
| Admin fee / account holder | $447 | $11,599-96.2% | $8,253-94.6% | $11,409-96.1% |