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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 | $65,214 | $100,262-35.0% | $81,370-19.9% | $145,897-55.3% |
| Participation rate | 95.0% | 74.3%+20.7pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 10.42% | 34.52%-24.1pp | 24.85%-14.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,446 | $2,979+15.7% | $2,464+39.8% | $4,663-26.1% |
| Participant deferral / active EE | $5,661 | $4,612+22.7% | $3,885+45.7% | $6,689-15.4% |
| Admin fee / account holder | $928 | $8,163-88.6% | $5,749-83.9% | $13,390-93.1% |