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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 | $88,120 | $227,597-61.3% | $189,575-53.5% | $167,536-47.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 8.17% | 78.44%-70.3pp | 64.19%-56.0pp | 478.82%-470.6pp |
| Employer contribution / active EE | $3,248 | $5,316-38.9% | $4,412-26.4% | $4,839-32.9% |
| Participant deferral / active EE | $7,723 | $7,002+10.3% | $6,174+25.1% | $6,342+21.8% |
| Admin fee / account holder | $915 | $11,877-92.3% | $9,806-90.7% | $12,315-92.6% |