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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 | $98,310 | $162,821-39.6% | $133,978-26.6% | $158,982-38.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 17.40% | 41.95%-24.5pp | 45.10%-27.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,737 | $4,976-65.1% | $3,919-55.7% | $4,763-63.5% |
| Participant deferral / active EE | $3,581 | $5,910-39.4% | $5,047-29.1% | $5,983-40.2% |
| Admin fee / account holder | $3,490 | $11,742-70.3% | $8,930-60.9% | $11,252-69.0% |