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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 | $93,590 | $104,251-10.2% | $91,004+2.8% | $147,586-36.6% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 12.33% | 27.06%-14.7pp | 4.60%+7.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,186 | $3,116-61.9% | $2,456-51.7% | $4,876-75.7% |
| Participant deferral / active EE | $2,245 | $4,195-46.5% | $3,548-36.7% | $5,439-58.7% |
| Admin fee / account holder | $31,719 | $8,948+254.5% | $5,417+485.5% | $10,886+191.4% |