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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 | $95,353 | $162,785-41.4% | $133,959-28.8% | $158,950-40.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 12.44% | 41.94%-29.5pp | 45.09%-32.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,990 | $4,975-60.0% | $3,919-49.2% | $4,762-58.2% |
| Participant deferral / active EE | $2,507 | $5,910-57.6% | $5,047-50.3% | $5,983-58.1% |
| Admin fee / account holder | $5,939 | $11,738-49.4% | $8,928-33.5% | $11,248-47.2% |