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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 | $99,111 | $117,846-15.9% | $102,434-3.2% | $145,884-32.1% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 15.43% | 31.90%-16.5pp | 29.46%-14.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,483 | $3,615-31.3% | $3,023-17.9% | $4,662-46.7% |
| Participant deferral / active EE | $3,673 | $5,733-35.9% | $5,055-27.3% | $6,690-45.1% |
| Admin fee / account holder | $1,109 | $13,356-91.7% | $9,462-88.3% | $13,392-91.7% |