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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 | $110,379-24.4% | $102,412-18.5% | $145,884-42.8% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 12.72% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,980 | $4,216-53.0% | $3,870-48.8% | $4,662-57.5% |
| Participant deferral / active EE | $5,824 | $5,622+3.6% | $5,060+15.1% | $6,690-12.9% |
| Admin fee / account holder | $4,994 | $9,745-48.7% | $8,388-40.5% | $13,392-62.7% |