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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 | $111,814-20.2% | $103,378-13.7% | $145,978-38.9% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 9.95% | 24.80%-14.8pp | 24.91%-15.0pp | 550.52%-540.6pp |
| Employer contribution / active EE | $3,778 | $4,215-10.4% | $3,870-2.4% | $4,662-19.0% |
| Participant deferral / active EE | $6,793 | $5,618+20.9% | $5,058+34.3% | $6,690+1.5% |
| Admin fee / account holder | $2,286 | $9,764-76.6% | $8,401-72.8% | $13,400-82.9% |