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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 | $106,338 | $184,014-42.2% | $161,149-34.0% | $138,895-23.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.8%+16.8pp | 79.9%+15.7pp |
| Annual return | 10.40% | 21.52%-11.1pp | 21.16%-10.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,707 | $5,055-46.5% | $4,360-37.9% | $4,194-35.5% |
| Participant deferral / active EE | $3,637 | $6,909-47.4% | $6,153-40.9% | $6,396-43.1% |
| Admin fee / account holder | $3,767 | $18,027-79.1% | $15,194-75.2% | $12,562-70.0% |