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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 | $61,637 | $148,629-58.5% | $135,982-54.7% | $139,487-55.8% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.57% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,937 | $5,247-63.1% | $4,859-60.1% | $4,755-59.3% |
| Participant deferral / active EE | $7,657 | $8,102-5.5% | $7,760-1.3% | $6,713+14.1% |
| Admin fee / account holder | $7,950 | $12,406-35.9% | $10,767-26.2% | $11,407-30.3% |