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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 | $95,172 | $117,829-19.2% | $102,423-7.1% | $145,877-34.8% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.7pp |
| Annual return | 16.41% | 31.83%-15.4pp | 29.42%-13.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,643 | $3,615-54.5% | $3,023-45.7% | $4,663-64.8% |
| Participant deferral / active EE | $4,112 | $5,732-28.3% | $5,054-18.6% | $6,691-38.5% |
| Admin fee / account holder | $9,297 | $13,335-30.3% | $9,455-1.7% | $13,402-30.6% |