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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 | $74,617 | $110,337-32.4% | $102,383-27.1% | $145,877-48.8% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 15.47% | 24.83%-9.4pp | 24.94%-9.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $4,021 | $4,216-4.6% | $3,870+3.9% | $4,663-13.8% |
| Participant deferral / active EE | $8,461 | $5,621+50.5% | $5,060+67.2% | $6,691+26.5% |
| Admin fee / account holder | $11,712 | $9,750+20.1% | $8,391+39.6% | $13,402-12.6% |