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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 | $81,400 | $110,337-26.2% | $102,383-20.5% | $145,877-44.2% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.10% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,555 | $4,216-39.4% | $3,870-34.0% | $4,663-45.2% |
| Participant deferral / active EE | $7,768 | $5,621+38.2% | $5,060+53.5% | $6,691+16.1% |
| Admin fee / account holder | $41,720 | $9,750+327.9% | $8,391+397.2% | $13,402+211.3% |