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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 | $99,761 | $110,337-9.6% | $102,383-2.6% | $145,877-31.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 10.04% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,989 | $4,216-52.8% | $3,870-48.6% | $4,663-57.3% |
| Participant deferral / active EE | $3,628 | $5,621-35.4% | $5,060-28.3% | $6,691-45.8% |
| Admin fee / account holder | $529 | $9,750-94.6% | $8,391-93.7% | $13,402-96.0% |