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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 | $91,131 | $110,410-17.5% | $102,437-11.0% | $145,897-37.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 12.02% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,714 | $4,217-35.6% | $3,871-29.9% | $4,663-41.8% |
| Participant deferral / active EE | $6,754 | $5,622+20.1% | $5,060+33.5% | $6,689+1.0% |
| Admin fee / account holder | $3,239 | $9,745-66.8% | $8,388-61.4% | $13,390-75.8% |