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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 | $73,777 | $86,288-14.5% | $111,306-33.7% | $85,851-14.1% |
| Participation rate | 89.1% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.67%-41.3pp | 318.63%-305.3pp |
| Employer contribution / active EE | $943 | $2,044-53.9% | $2,732-65.5% | $2,565-63.3% |
| Participant deferral / active EE | $2,355 | $3,641-35.3% | $4,488-47.5% | $3,952-40.4% |
| Admin fee / account holder | $3,909 | $8,189-52.3% | $7,966-50.9% | $6,261-37.6% |