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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 | $91,951 | $111,814-17.8% | $103,378-11.1% | $145,978-37.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.48% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,248 | $4,215-70.4% | $3,870-67.7% | $4,662-73.2% |
| Participant deferral / active EE | $3,638 | $5,618-35.3% | $5,058-28.1% | $6,690-45.6% |
| Admin fee / account holder | $5,039 | $9,764-48.4% | $8,401-40.0% | $13,400-62.4% |