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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 | $93,730 | $115,911-19.1% | $100,530-6.8% | $158,950-41.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 9.08% | 34.80%-25.7pp | 30.89%-21.8pp | 302.91%-293.8pp |
| Employer contribution / active EE | $2,537 | $4,104-38.2% | $3,418-25.8% | $4,762-46.7% |
| Participant deferral / active EE | $4,665 | $6,676-30.1% | $6,271-25.6% | $5,983-22.0% |
| Admin fee / account holder | $25,036 | $10,999+127.6% | $8,083+209.7% | $11,248+122.6% |