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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 | $82,130 | $114,013-28.0% | $103,693-20.8% | $155,188-47.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 12.67% | 49.31%-36.6pp | 47.61%-34.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,400 | $3,131-23.3% | $2,920-17.8% | $4,248-43.5% |
| Participant deferral / active EE | $3,152 | $4,970-36.6% | $4,579-31.2% | $6,531-51.7% |
| Admin fee / account holder | $3,586 | $8,407-57.3% | $7,858-54.4% | $14,480-75.2% |