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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 | $84,137 | $117,846-28.6% | $102,434-17.9% | $145,884-42.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.59% | 31.90%-20.3pp | 29.46%-17.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,488 | $3,615-3.5% | $3,023+15.4% | $4,662-25.2% |
| Participant deferral / active EE | $4,975 | $5,733-13.2% | $5,055-1.6% | $6,690-25.6% |
| Admin fee / account holder | $12,038 | $13,356-9.9% | $9,462+27.2% | $13,392-10.1% |