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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 | $83,443 | $117,859-29.2% | $102,438-18.5% | $145,959-42.8% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 10.65% | 31.72%-21.1pp | 29.37%-18.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,424 | $3,615-60.6% | $3,024-52.9% | $4,661-69.4% |
| Participant deferral / active EE | $4,209 | $5,732-26.6% | $5,054-16.7% | $6,689-37.1% |
| Admin fee / account holder | $1,194 | $13,318-91.0% | $9,448-87.4% | $13,398-91.1% |