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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 | $66,872 | $115,903-42.3% | $100,528-33.5% | $158,966-57.9% |
| Participation rate | 86.7% | 81.6%+5.1pp | 79.4%+7.2pp | 82.0%+4.7pp |
| Annual return | 9.68% | 34.80%-25.1pp | 30.90%-21.2pp | 302.95%-293.3pp |
| Employer contribution / active EE | $920 | $4,105-77.6% | $3,419-73.1% | $4,762-80.7% |
| Participant deferral / active EE | $3,628 | $6,677-45.7% | $6,271-42.1% | $5,983-39.4% |
| Admin fee / account holder | $23,345 | $11,000+112.2% | $8,084+188.8% | $11,250+107.5% |