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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 | $90,664 | $106,280-14.7% | $96,538-6.1% | $139,487-35.0% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 17.00% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,656 | $4,107-59.7% | $3,740-55.7% | $4,755-65.2% |
| Participant deferral / active EE | $3,615 | $5,457-33.7% | $4,880-25.9% | $6,713-46.1% |
| Admin fee / account holder | $7,508 | $7,888-4.8% | $6,737+11.4% | $11,407-34.2% |