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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 | $58,187 | $124,425-53.2% | $112,040-48.1% | $137,256-57.6% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 13.99% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,399 | $3,411-0.4% | $2,954+15.1% | $4,156-18.2% |
| Participant deferral / active EE | $3,395 | $5,718-40.6% | $5,098-33.4% | $6,407-47.0% |
| Admin fee / account holder | $620 | $15,207-95.9% | $12,098-94.9% | $12,270-94.9% |