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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 | $87,179 | $117,846-26.0% | $102,434-14.9% | $145,884-40.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 12.92% | 31.90%-19.0pp | 29.46%-16.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,627 | $3,615-55.0% | $3,023-46.2% | $4,662-65.1% |
| Participant deferral / active EE | $4,582 | $5,733-20.1% | $5,055-9.4% | $6,690-31.5% |
| Admin fee / account holder | $5,326 | $13,356-60.1% | $9,462-43.7% | $13,392-60.2% |