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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 | $83,435 | $111,814-25.4% | $103,378-19.3% | $145,978-42.8% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 12.72% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,980 | $4,215-53.0% | $3,870-48.8% | $4,662-57.5% |
| Participant deferral / active EE | $5,824 | $5,618+3.7% | $5,058+15.1% | $6,690-12.9% |
| Admin fee / account holder | $4,994 | $9,764-48.8% | $8,401-40.5% | $13,400-62.7% |