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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 | $97,179 | $117,829-17.5% | $102,423-5.1% | $145,877-33.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 16.71% | 31.83%-15.1pp | 29.42%-12.7pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,195 | $3,615-39.3% | $3,023-27.4% | $4,663-52.9% |
| Participant deferral / active EE | $4,124 | $5,732-28.1% | $5,054-18.4% | $6,691-38.4% |
| Admin fee / account holder | $4,494 | $13,335-66.3% | $9,455-52.5% | $13,402-66.5% |