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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 | $95,534 | $157,829-39.5% | $136,867-30.2% | $198,609-51.9% |
| Participation rate | 88.2% | 77.2%+11.1pp | 74.5%+13.7pp | 82.4%+5.9pp |
| Annual return | 23.21% | 51.25%-28.0pp | 42.97%-19.8pp | 202.70%-179.5pp |
| Employer contribution / active EE | $3,070 | $3,923-21.7% | $3,547-13.4% | $5,055-39.3% |
| Participant deferral / active EE | $7,180 | $5,463+31.4% | $4,924+45.8% | $6,977+2.9% |
| Admin fee / account holder | $1,004 | $11,107-91.0% | $10,340-90.3% | $19,030-94.7% |