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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 | $90,732 | $117,859-23.0% | $102,438-11.4% | $145,959-37.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.68% | 31.72%-17.0pp | 29.37%-14.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,451 | $3,615-59.9% | $3,024-52.0% | $4,661-68.9% |
| Participant deferral / active EE | $10,384 | $5,732+81.2% | $5,054+105.5% | $6,689+55.3% |
| Admin fee / account holder | $31,390 | $13,318+135.7% | $9,448+232.2% | $13,398+134.3% |