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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 | $94,533 | $106,247-11.0% | $96,515-2.1% | $139,466-32.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 14.39% | 38.47%-24.1pp | 35.73%-21.3pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,531 | $4,106-38.3% | $3,740-32.3% | $4,754-46.8% |
| Participant deferral / active EE | $3,787 | $5,456-30.6% | $4,880-22.4% | $6,712-43.6% |
| Admin fee / account holder | $1,357 | $7,885-82.8% | $6,735-79.9% | $11,409-88.1% |