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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 | $95,221 | $104,251-8.7% | $91,004+4.6% | $147,586-35.5% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 14.41% | 27.06%-12.7pp | 4.60%+9.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,129 | $3,116-63.8% | $2,456-54.0% | $4,876-76.8% |
| Participant deferral / active EE | $5,515 | $4,195+31.5% | $3,548+55.5% | $5,439+1.4% |
| Admin fee / account holder | $10,185 | $8,948+13.8% | $5,417+88.0% | $10,886-6.4% |