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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 | $93,572 | $110,337-15.2% | $102,383-8.6% | $145,877-35.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 14.49% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,142 | $4,216-25.5% | $3,870-18.8% | $4,663-32.6% |
| Participant deferral / active EE | $8,013 | $5,621+42.6% | $5,060+58.4% | $6,691+19.8% |
| Admin fee / account holder | $1,011 | $9,750-89.6% | $8,391-87.9% | $13,402-92.5% |