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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 | $85,977 | $116,203-26.0% | $93,621-8.2% | $152,909-43.8% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.8%+19.6pp | 82.5%+13.0pp |
| Annual return | 19.11% | 35.96%-16.9pp | 32.76%-13.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,779 | $3,219-13.7% | $2,719+2.2% | $4,764-41.7% |
| Participant deferral / active EE | $2,041 | $4,605-55.7% | $4,070-49.8% | $5,851-65.1% |
| Admin fee / account holder | $23,990 | $10,751+123.2% | $7,890+204.1% | $11,601+106.8% |