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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 | $91,064 | $142,426-36.1% | $115,167-20.9% | $152,909-40.4% |
| Participation rate | 90.9% | 82.4%+8.5pp | 75.9%+15.0pp | 82.5%+8.5pp |
| Annual return | 19.69% | 41.48%-21.8pp | 35.60%-15.9pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,899 | $4,011-52.7% | $3,179-40.3% | $4,764-60.1% |
| Participant deferral / active EE | $3,642 | $5,165-29.5% | $4,169-12.6% | $5,851-37.8% |
| Admin fee / account holder | $10,852 | $8,464+28.2% | $7,089+53.1% | $11,601-6.5% |