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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 | $82,537 | $106,280-22.3% | $96,538-14.5% | $139,487-40.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 14.20% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,969 | $4,107-52.1% | $3,740-47.4% | $4,755-58.6% |
| Participant deferral / active EE | $4,352 | $5,457-20.2% | $4,880-10.8% | $6,713-35.2% |
| Admin fee / account holder | $1,267 | $7,888-83.9% | $6,737-81.2% | $11,407-88.9% |