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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 | $88,505 | $117,846-24.9% | $102,434-13.6% | $145,884-39.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.85% | 31.90%-19.0pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,368 | $3,615-6.8% | $3,023+11.4% | $4,662-27.8% |
| Participant deferral / active EE | $4,301 | $5,733-25.0% | $5,055-14.9% | $6,690-35.7% |
| Admin fee / account holder | $904 | $13,356-93.2% | $9,462-90.4% | $13,392-93.2% |