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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 | $87,046 | $211,239-58.8% | $178,528-51.2% | $145,877-40.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.47% | 30.22%-21.8pp | 27.11%-18.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,644 | $4,570-42.1% | $3,950-33.1% | $4,663-43.3% |
| Participant deferral / active EE | $10,789 | $6,963+55.0% | $6,278+71.8% | $6,691+61.2% |
| Admin fee / account holder | $47,553 | $12,095+293.2% | $10,419+356.4% | $13,402+254.8% |