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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 | $80,772 | $254,759-68.3% | $216,567-62.7% | $198,609-59.3% |
| Participation rate | 93.8% | 84.5%+9.2pp | 81.6%+12.1pp | 82.4%+11.4pp |
| Annual return | 10.84% | 10.04%+0.8pp | 12.94%-2.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $3,629 | $6,096-40.5% | $5,216-30.4% | $5,055-28.2% |
| Participant deferral / active EE | $5,344 | $6,948-23.1% | $6,191-13.7% | $6,977-23.4% |
| Admin fee / account holder | $44,244 | $26,311+68.2% | $21,981+101.3% | $19,030+132.5% |