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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 | $90,337 | $111,814-19.2% | $103,374-12.6% | $145,959-38.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.99% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,503 | $4,214-40.6% | $3,869-35.3% | $4,661-46.3% |
| Participant deferral / active EE | $6,059 | $5,618+7.8% | $5,058+19.8% | $6,689-9.4% |
| Admin fee / account holder | $24,579 | $9,754+152.0% | $8,394+192.8% | $13,398+83.5% |