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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 | $91,276 | $110,337-17.3% | $102,383-10.8% | $145,877-37.4% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 13.37% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $5,210 | $4,216+23.6% | $3,870+34.6% | $4,663+11.7% |
| Participant deferral / active EE | $3,632 | $5,621-35.4% | $5,060-28.2% | $6,691-45.7% |
| Admin fee / account holder | $1,670 | $9,750-82.9% | $8,391-80.1% | $13,402-87.5% |