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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 | $78,062 | $117,895-33.8% | $102,460-23.8% | $145,897-46.5% |
| Participation rate | 90.5% | 78.6%+11.8pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.72% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,481 | $3,619-59.1% | $3,025-51.1% | $4,663-68.2% |
| Participant deferral / active EE | $2,957 | $5,736-48.4% | $5,056-41.5% | $6,689-55.8% |
| Admin fee / account holder | $1,789 | $13,353-86.6% | $9,460-81.1% | $13,390-86.6% |