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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 | $62,633 | $176,794-64.6% | $146,647-57.3% | $167,553-62.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 12.54% | 24.04%-11.5pp | 22.75%-10.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,966 | $5,161-61.9% | $4,137-52.5% | $4,840-59.4% |
| Participant deferral / active EE | $8,026 | $6,440+24.6% | $5,506+45.8% | $6,343+26.5% |
| Admin fee / account holder | $2,889 | $13,262-78.2% | $10,281-71.9% | $12,316-76.5% |