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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 | $99,230 | $98,766+0.5% | $149,730-33.7% | $79,852+24.3% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 23.67% | 27.43%-3.8pp | 276.70%-253.0pp | 31.72%-8.0pp |
| Employer contribution / active EE | $772 | $3,217-76.0% | $4,645-83.4% | $2,471-68.8% |
| Participant deferral / active EE | $5,351 | $5,681-5.8% | $6,843-21.8% | $3,740+43.1% |
| Admin fee / account holder | $4,204 | $6,052-30.5% | $9,310-54.8% | $5,306-20.8% |