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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 | $100,147-15.3% | $81,286+4.3% | $145,877-41.9% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 14.54% | 34.44%-19.9pp | 24.80%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,036 | $2,977-65.2% | $2,463-57.9% | $4,663-77.8% |
| Participant deferral / active EE | $2,183 | $4,607-52.6% | $3,883-43.8% | $6,691-67.4% |
| Admin fee / account holder | $12,795 | $8,201+56.0% | $5,764+122.0% | $13,402-4.5% |