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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 | $83,319 | $103,392-19.4% | $87,104-4.3% | $152,897-45.5% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 21.77% | 28.10%-6.3pp | 28.19%-6.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,821 | $3,221-43.5% | $2,521-27.8% | $4,764-61.8% |
| Participant deferral / active EE | $3,256 | $4,778-31.9% | $4,048-19.6% | $5,851-44.4% |
| Admin fee / account holder | $19,181 | $12,194+57.3% | $7,491+156.1% | $11,599+65.4% |