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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 | $117,895-17.6% | $102,460-5.2% | $145,897-33.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 16.71% | 31.92%-15.2pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,195 | $3,619-39.3% | $3,025-27.4% | $4,663-52.9% |
| Participant deferral / active EE | $4,124 | $5,736-28.1% | $5,056-18.4% | $6,689-38.3% |
| Admin fee / account holder | $4,494 | $13,353-66.3% | $9,460-52.5% | $13,390-66.4% |