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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 | $117,904-28.3% | $102,457-17.5% | $145,978-42.1% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 12.20% | 31.80%-19.6pp | 29.41%-17.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,125 | $3,613-41.2% | $3,022-29.7% | $4,662-54.4% |
| Participant deferral / active EE | $3,490 | $5,733-39.1% | $5,054-30.9% | $6,690-47.8% |
| Admin fee / account holder | $4,342 | $13,329-67.4% | $9,451-54.1% | $13,400-67.6% |