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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 | $109,902 | $162,821-32.5% | $133,978-18.0% | $158,982-30.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 12.89% | 41.95%-29.1pp | 45.10%-32.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,426 | $4,976-51.3% | $3,919-38.1% | $4,763-49.1% |
| Participant deferral / active EE | $3,218 | $5,910-45.6% | $5,047-36.2% | $5,983-46.2% |
| Admin fee / account holder | $1,395 | $11,742-88.1% | $8,930-84.4% | $11,252-87.6% |