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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 | $73,487 | $124,336-40.9% | $111,303-34.0% | $167,518-56.1% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | 11.01% | 37.45%-26.4pp | 54.66%-43.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,849 | $3,436-46.2% | $2,731-32.3% | $4,838-61.8% |
| Participant deferral / active EE | $4,789 | $5,181-7.6% | $4,487+6.7% | $6,342-24.5% |
| Admin fee / account holder | $9,241 | $10,623-13.0% | $7,966+16.0% | $12,312-24.9% |