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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 | $95,748 | $107,368-10.8% | $92,915+3.0% | $152,909-37.4% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.5%-10.2pp |
| Annual return | 22.30% | 145.64%-123.3pp | 109.45%-87.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,090 | $4,222-26.8% | $3,653-15.4% | $4,764-35.1% |
| Participant deferral / active EE | $4,664 | $4,848-3.8% | $4,238+10.0% | $5,851-20.3% |
| Admin fee / account holder | $454 | $7,082-93.6% | $5,796-92.2% | $11,601-96.1% |