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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 | $93,169 | $103,392-9.9% | $87,104+7.0% | $152,897-39.1% |
| Participation rate | 86.4% | 79.4%+7.0pp | 76.9%+9.5pp | 82.5%+3.9pp |
| Annual return | 18.48% | 28.10%-9.6pp | 28.19%-9.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,082 | $3,221-66.4% | $2,521-57.1% | $4,764-77.3% |
| Participant deferral / active EE | $3,040 | $4,778-36.4% | $4,048-24.9% | $5,851-48.1% |
| Admin fee / account holder | $24,430 | $12,194+100.4% | $7,491+226.1% | $11,599+110.6% |