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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 | $110,337-11.3% | $102,383-4.4% | $145,877-32.9% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 9.34% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,277 | $4,216-46.0% | $3,870-41.2% | $4,663-51.2% |
| Participant deferral / active EE | $4,326 | $5,621-23.0% | $5,060-14.5% | $6,691-35.3% |
| Admin fee / account holder | $23,979 | $9,750+145.9% | $8,391+185.8% | $13,402+78.9% |