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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 | $88,223 | $124,346-29.0% | $111,308-20.7% | $167,536-47.3% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.8pp |
| Annual return | 11.63% | 37.45%-25.8pp | 54.67%-43.0pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,665 | $3,437-22.5% | $2,732-2.4% | $4,839-44.9% |
| Participant deferral / active EE | $5,336 | $5,182+3.0% | $4,487+18.9% | $6,342-15.9% |
| Admin fee / account holder | $1,378 | $10,621-87.0% | $7,965-82.7% | $12,315-88.8% |