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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 | $96,824 | $110,337-12.2% | $102,383-5.4% | $145,877-33.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.75% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,862 | $4,216-55.8% | $3,870-51.9% | $4,663-60.1% |
| Participant deferral / active EE | $2,950 | $5,621-47.5% | $5,060-41.7% | $6,691-55.9% |
| Admin fee / account holder | $9,688 | $9,750-0.6% | $8,391+15.5% | $13,402-27.7% |