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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 | $82,168 | $176,794-53.5% | $146,647-44.0% | $167,553-51.0% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 12.66% | 24.04%-11.4pp | 22.75%-10.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $3,062 | $5,161-40.7% | $4,137-26.0% | $4,840-36.7% |
| Participant deferral / active EE | $6,221 | $6,440-3.4% | $5,506+13.0% | $6,343-1.9% |
| Admin fee / account holder | $2,190 | $13,262-83.5% | $10,281-78.7% | $12,316-82.2% |