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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 | $89,505 | $110,410-18.9% | $102,437-12.6% | $145,897-38.7% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 12.08% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,617 | $4,217-61.7% | $3,871-58.2% | $4,663-65.3% |
| Participant deferral / active EE | $2,046 | $5,622-63.6% | $5,060-59.6% | $6,689-69.4% |
| Admin fee / account holder | $526 | $9,745-94.6% | $8,388-93.7% | $13,390-96.1% |