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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 | $71,501 | $110,240-35.1% | $96,544-25.9% | $139,487-48.7% |
| Participation rate | 95.7% | 78.1%+17.5pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 10.31% | 26.41%-16.1pp | 25.88%-15.6pp | 373.84%-363.5pp |
| Employer contribution / active EE | $2,332 | $3,622-35.6% | $2,966-21.4% | $4,755-50.9% |
| Participant deferral / active EE | $3,696 | $5,549-33.4% | $4,851-23.8% | $6,713-44.9% |
| Admin fee / account holder | $11,950 | $11,602+3.0% | $8,254+44.8% | $11,407+4.8% |