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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 | $102,211 | $124,346-17.8% | $111,306-8.2% | $167,553-39.0% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 11.96% | 37.46%-25.5pp | 54.67%-42.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,904 | $3,438-44.6% | $2,732-30.3% | $4,840-60.7% |
| Participant deferral / active EE | $5,338 | $5,182+3.0% | $4,488+18.9% | $6,343-15.8% |
| Admin fee / account holder | $2,955 | $10,623-72.2% | $7,966-62.9% | $12,316-76.0% |