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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 | $73,269 | $95,415-23.2% | $185,851-60.6% | $85,851-14.7% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 14.18% | 23.59%-9.4pp | 122.11%-107.9pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,790 | $3,314-46.0% | $5,168-65.4% | $2,565-30.2% |
| Participant deferral / active EE | $4,111 | $3,424+20.1% | $5,569-26.2% | $3,952+4.0% |
| Admin fee / account holder | $9,578 | $7,215+32.8% | $16,245-41.0% | $6,261+53.0% |