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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 | $110,337-9.1% | $102,383-2.1% | $145,877-31.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.83% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,886 | $4,216-55.3% | $3,870-51.3% | $4,663-59.5% |
| Participant deferral / active EE | $3,777 | $5,621-32.8% | $5,060-25.3% | $6,691-43.5% |
| Admin fee / account holder | $2,061 | $9,750-78.9% | $8,391-75.4% | $13,402-84.6% |