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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 | $63,223 | $102,938-38.6% | $94,105-32.8% | $138,895-54.5% |
| Participation rate | 93.8% | 74.6%+19.1pp | 71.9%+21.8pp | 79.9%+13.8pp |
| Annual return | 16.26% | 250.28%-234.0pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,746 | $2,732+0.5% | $2,504+9.6% | $4,194-34.5% |
| Participant deferral / active EE | $2,227 | $4,196-46.9% | $3,881-42.6% | $6,396-65.2% |
| Admin fee / account holder | $3,904 | $6,600-40.8% | $6,199-37.0% | $12,562-68.9% |