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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 | $92,188 | $141,004-34.6% | $112,273-17.9% | $139,466-33.9% |
| Participation rate | 94.4% | 79.2%+15.2pp | 72.4%+22.0pp | 80.3%+14.1pp |
| Annual return | 15.19% | 32.75%-17.6pp | 30.23%-15.0pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,299 | $4,285-46.4% | $3,431-33.0% | $4,754-51.6% |
| Participant deferral / active EE | $3,484 | $5,878-40.7% | $4,800-27.4% | $6,712-48.1% |
| Admin fee / account holder | $3,247 | $9,959-67.4% | $7,752-58.1% | $11,409-71.5% |