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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 | $94,464 | $111,814-15.5% | $103,378-8.6% | $145,978-35.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 17.05% | 24.80%-7.8pp | 24.91%-7.9pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,553 | $4,215-63.2% | $3,870-59.9% | $4,662-66.7% |
| Participant deferral / active EE | $3,828 | $5,618-31.9% | $5,058-24.3% | $6,690-42.8% |
| Admin fee / account holder | $4,536 | $9,764-53.5% | $8,401-46.0% | $13,400-66.2% |