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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 | $87,841 | $211,239-58.4% | $178,528-50.8% | $145,877-39.8% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 13.92% | 30.22%-16.3pp | 27.11%-13.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $4,356 | $4,570-4.7% | $3,950+10.3% | $4,663-6.6% |
| Participant deferral / active EE | $9,096 | $6,963+30.6% | $6,278+44.9% | $6,691+36.0% |
| Admin fee / account holder | $3,848 | $12,095-68.2% | $10,419-63.1% | $13,402-71.3% |