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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 | $97,837 | $111,814-12.5% | $103,378-5.4% | $145,978-33.0% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 9.34% | 24.80%-15.5pp | 24.91%-15.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,277 | $4,215-46.0% | $3,870-41.2% | $4,662-51.1% |
| Participant deferral / active EE | $4,326 | $5,618-23.0% | $5,058-14.5% | $6,690-35.3% |
| Admin fee / account holder | $23,979 | $9,764+145.6% | $8,401+185.4% | $13,400+78.9% |