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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 | $88,872 | $102,609-13.4% | $98,090-9.4% | $138,895-36.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 81.5%+10.1pp | 79.9%+11.7pp |
| Annual return | 13.91% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,415 | $3,867-11.7% | $3,606-5.3% | $4,194-18.6% |
| Participant deferral / active EE | $5,024 | $8,167-38.5% | $7,845-36.0% | $6,396-21.5% |
| Admin fee / account holder | $33,678 | $11,434+194.5% | $11,815+185.0% | $12,562+168.1% |