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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 | $110,410-19.2% | $102,437-12.9% | $145,897-38.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 9.95% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,778 | $4,217-10.4% | $3,871-2.4% | $4,663-19.0% |
| Participant deferral / active EE | $6,793 | $5,622+20.8% | $5,060+34.2% | $6,689+1.5% |
| Admin fee / account holder | $2,286 | $9,745-76.5% | $8,388-72.8% | $13,390-82.9% |