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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 | $98,125 | $110,410-11.1% | $102,437-4.2% | $145,897-32.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.84% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,884 | $4,217-31.6% | $3,871-25.5% | $4,663-38.2% |
| Participant deferral / active EE | $4,355 | $5,622-22.5% | $5,060-13.9% | $6,689-34.9% |
| Admin fee / account holder | $13,423 | $9,745+37.7% | $8,388+60.0% | $13,390+0.2% |