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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 | $91,912 | $162,812-43.5% | $133,971-31.4% | $158,966-42.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.24% | 41.94%-26.7pp | 45.09%-29.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,242 | $4,976-54.9% | $3,919-42.8% | $4,762-52.9% |
| Participant deferral / active EE | $2,832 | $5,910-52.1% | $5,047-43.9% | $5,983-52.7% |
| Admin fee / account holder | $2,226 | $11,741-81.0% | $8,929-75.1% | $11,250-80.2% |