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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 | $90,525 | $115,225-21.4% | $100,712-10.1% | $138,895-34.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 13.52% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,609 | $2,771-41.9% | $2,313-30.4% | $4,194-61.6% |
| Participant deferral / active EE | $4,408 | $4,699-6.2% | $4,085+7.9% | $6,396-31.1% |
| Admin fee / account holder | $18,978 | $10,844+75.0% | $9,256+105.0% | $12,562+51.1% |