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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 | $79,196 | $110,379-28.3% | $102,412-22.7% | $145,884-45.7% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 11.05% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,386 | $4,216-43.4% | $3,870-38.3% | $4,662-48.8% |
| Participant deferral / active EE | $3,516 | $5,622-37.5% | $5,060-30.5% | $6,690-47.4% |
| Admin fee / account holder | $53,408 | $9,745+448.1% | $8,388+536.8% | $13,392+298.8% |