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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 | $94,940 | $147,556-35.7% | $129,031-26.4% | $198,609-52.2% |
| Participation rate | 85.7% | 77.2%+8.5pp | 73.4%+12.4pp | 82.4%+3.3pp |
| Annual return | 16.20% | 37.41%-21.2pp | 34.67%-18.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,592 | $3,645-28.9% | $3,226-19.6% | $5,055-48.7% |
| Participant deferral / active EE | $7,356 | $5,760+27.7% | $5,217+41.0% | $6,977+5.4% |
| Admin fee / account holder | $345 | $15,467-97.8% | $13,208-97.4% | $19,030-98.2% |