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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 | $91,394 | $110,410-17.2% | $102,437-10.8% | $145,897-37.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.15% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,842 | $4,217-56.3% | $3,871-52.4% | $4,663-60.5% |
| Participant deferral / active EE | $4,660 | $5,622-17.1% | $5,060-7.9% | $6,689-30.3% |
| Admin fee / account holder | $541 | $9,745-94.5% | $8,388-93.6% | $13,390-96.0% |