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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 | $97,029 | $103,385-6.1% | $87,104+11.4% | $152,870-36.5% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 20.73% | 28.10%-7.4pp | 28.19%-7.5pp | 345.34%-324.6pp |
| Employer contribution / active EE | $1,070 | $3,220-66.8% | $2,521-57.6% | $4,763-77.5% |
| Participant deferral / active EE | $2,277 | $4,778-52.3% | $4,049-43.8% | $5,850-61.1% |
| Admin fee / account holder | $5,013 | $12,192-58.9% | $7,490-33.1% | $11,597-56.8% |