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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 | $117,829-29.2% | $102,423-18.5% | $145,877-42.8% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 10.65% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,424 | $3,615-60.6% | $3,023-52.9% | $4,663-69.5% |
| Participant deferral / active EE | $4,209 | $5,732-26.6% | $5,054-16.7% | $6,691-37.1% |
| Admin fee / account holder | $1,194 | $13,335-91.0% | $9,455-87.4% | $13,402-91.1% |