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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 | $89,247 | $110,337-19.1% | $102,383-12.8% | $145,877-38.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 9.95% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $3,778 | $4,216-10.4% | $3,870-2.4% | $4,663-19.0% |
| Participant deferral / active EE | $6,793 | $5,621+20.9% | $5,060+34.3% | $6,691+1.5% |
| Admin fee / account holder | $2,286 | $9,750-76.6% | $8,391-72.8% | $13,402-82.9% |