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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 | $81,183 | $147,556-45.0% | $129,031-37.1% | $198,609-59.1% |
| Participation rate | 90.9% | 77.2%+13.7pp | 73.4%+17.6pp | 82.4%+8.5pp |
| Annual return | 15.82% | 37.41%-21.6pp | 34.67%-18.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,350 | $3,645-35.5% | $3,226-27.2% | $5,055-53.5% |
| Participant deferral / active EE | $2,932 | $5,760-49.1% | $5,217-43.8% | $6,977-58.0% |
| Admin fee / account holder | $1,662 | $15,467-89.3% | $13,208-87.4% | $19,030-91.3% |