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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 | $110,337-17.2% | $102,383-10.7% | $145,877-37.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.15% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,842 | $4,216-56.3% | $3,870-52.4% | $4,663-60.5% |
| Participant deferral / active EE | $4,660 | $5,621-17.1% | $5,060-7.9% | $6,691-30.3% |
| Admin fee / account holder | $541 | $9,750-94.5% | $8,391-93.6% | $13,402-96.0% |