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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 | $100,261 | $111,814-10.3% | $103,374-3.0% | $145,959-31.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.83% | 24.77%-13.9pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,886 | $4,214-55.2% | $3,869-51.2% | $4,661-59.5% |
| Participant deferral / active EE | $3,777 | $5,618-32.8% | $5,058-25.3% | $6,689-43.5% |
| Admin fee / account holder | $2,061 | $9,754-78.9% | $8,394-75.5% | $13,398-84.6% |