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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 | $84,492 | $117,895-28.3% | $102,460-17.5% | $145,897-42.1% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 12.20% | 31.92%-19.7pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,125 | $3,619-41.3% | $3,025-29.8% | $4,663-54.4% |
| Participant deferral / active EE | $3,490 | $5,736-39.2% | $5,056-31.0% | $6,689-47.8% |
| Admin fee / account holder | $4,342 | $13,353-67.5% | $9,460-54.1% | $13,390-67.6% |