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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 | $86,443 | $78,682+9.9% | $109,188-20.8% | $85,851+0.7% |
| Participation rate | 92.5% | 68.3%+24.2pp | 75.9%+16.6pp | 69.3%+23.2pp |
| Annual return | 13.00% | 25.09%-12.1pp | 25.76%-12.8pp | 318.63%-305.6pp |
| Employer contribution / active EE | $1,418 | $2,734-48.1% | $3,723-61.9% | $2,565-44.7% |
| Participant deferral / active EE | $4,138 | $3,468+19.3% | $4,654-11.1% | $3,952+4.7% |
| Admin fee / account holder | $13,271 | $5,470+142.6% | $6,755+96.4% | $6,261+112.0% |