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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 | $88,086 | $103,008-14.5% | $90,304-2.5% | $152,897-42.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 21.99% | 95.22%-73.2pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,981 | $3,139-36.9% | $2,855-30.6% | $4,764-58.4% |
| Participant deferral / active EE | $7,005 | $4,281+63.6% | $3,885+80.3% | $5,851+19.7% |
| Admin fee / account holder | $2,015 | $6,175-67.4% | $5,354-62.4% | $11,599-82.6% |