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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 | $84,942 | $111,814-24.0% | $103,378-17.8% | $145,978-41.8% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 12.61% | 24.80%-12.2pp | 24.91%-12.3pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,762 | $4,215-10.8% | $3,870-2.8% | $4,662-19.3% |
| Participant deferral / active EE | $6,447 | $5,618+14.8% | $5,058+27.5% | $6,690-3.6% |
| Admin fee / account holder | $3,428 | $9,764-64.9% | $8,401-59.2% | $13,400-74.4% |