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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 | $90,749 | $117,904-23.0% | $102,457-11.4% | $145,978-37.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 11.53% | 31.80%-20.3pp | 29.41%-17.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,443 | $3,613-32.4% | $3,022-19.2% | $4,662-47.6% |
| Participant deferral / active EE | $6,048 | $5,733+5.5% | $5,054+19.7% | $6,690-9.6% |
| Admin fee / account holder | $2,710 | $13,329-79.7% | $9,451-71.3% | $13,400-79.8% |