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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 | $110,410-9.2% | $102,437-2.1% | $145,897-31.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.83% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,886 | $4,217-55.3% | $3,871-51.3% | $4,663-59.5% |
| Participant deferral / active EE | $3,777 | $5,622-32.8% | $5,060-25.4% | $6,689-43.5% |
| Admin fee / account holder | $2,061 | $9,745-78.9% | $8,388-75.4% | $13,390-84.6% |