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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 | $58,012 | $111,814-48.1% | $103,378-43.9% | $145,978-60.3% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 12.66% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,227 | $4,215-47.2% | $3,870-42.5% | $4,662-52.2% |
| Participant deferral / active EE | $2,412 | $5,618-57.1% | $5,058-52.3% | $6,690-63.9% |
| Admin fee / account holder | $5,293 | $9,764-45.8% | $8,401-37.0% | $13,400-60.5% |