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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 | $84,788 | $100,262-15.4% | $81,370+4.2% | $145,897-41.9% |
| Participation rate | 91.3% | 74.3%+17.0pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 14.54% | 34.52%-20.0pp | 24.85%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,036 | $2,979-65.2% | $2,464-57.9% | $4,663-77.8% |
| Participant deferral / active EE | $2,183 | $4,612-52.7% | $3,885-43.8% | $6,689-67.4% |
| Admin fee / account holder | $12,795 | $8,163+56.7% | $5,749+122.6% | $13,390-4.4% |