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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 | $84,030 | $111,814-24.8% | $103,378-18.7% | $145,978-42.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 20.06% | 24.80%-4.7pp | 24.91%-4.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,277 | $4,215-22.3% | $3,870-15.3% | $4,662-29.7% |
| Participant deferral / active EE | $2,124 | $5,618-62.2% | $5,058-58.0% | $6,690-68.2% |
| Admin fee / account holder | $31,741 | $9,764+225.1% | $8,401+277.8% | $13,400+136.9% |