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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 | $88,401 | $132,099-33.1% | $115,599-23.5% | $138,895-36.4% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.3%+4.3pp | 79.9%-1.3pp |
| Annual return | 17.38% | 176.76%-159.4pp | 111.10%-93.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,085 | $3,416-39.0% | $2,955-29.5% | $4,194-50.3% |
| Participant deferral / active EE | $3,707 | $5,617-34.0% | $4,889-24.2% | $6,396-42.0% |
| Admin fee / account holder | $914 | $15,650-94.2% | $12,841-92.9% | $12,562-92.7% |