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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 | $74,582 | $117,904-36.7% | $102,457-27.2% | $145,978-48.9% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 14.34% | 31.80%-17.5pp | 29.41%-15.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,606 | $3,613-55.6% | $3,022-46.9% | $4,662-65.6% |
| Participant deferral / active EE | $3,381 | $5,733-41.0% | $5,054-33.1% | $6,690-49.5% |
| Admin fee / account holder | $34,741 | $13,329+160.6% | $9,451+267.6% | $13,400+159.3% |