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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 | $91,237 | $162,821-44.0% | $133,978-31.9% | $158,982-42.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 12.73% | 41.95%-29.2pp | 45.10%-32.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,277 | $4,976-74.3% | $3,919-67.4% | $4,763-73.2% |
| Participant deferral / active EE | $3,555 | $5,910-39.9% | $5,047-29.6% | $5,983-40.6% |
| Admin fee / account holder | $3,123 | $11,742-73.4% | $8,930-65.0% | $11,252-72.2% |