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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 | $100,040 | $104,251-4.0% | $91,004+9.9% | $147,586-32.2% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 12.74% | 27.06%-14.3pp | 4.60%+8.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,935 | $3,116+58.4% | $2,456+100.9% | $4,876+1.2% |
| Participant deferral / active EE | $2,325 | $4,195-44.6% | $3,548-34.5% | $5,439-57.3% |
| Admin fee / account holder | $615 | $8,948-93.1% | $5,417-88.6% | $10,886-94.4% |