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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 | $94,564 | $177,595-46.8% | $148,496-36.3% | $198,609-52.4% |
| Participation rate | 93.8% | 79.3%+14.5pp | 76.0%+17.7pp | 82.4%+11.4pp |
| Annual return | 9.91% | 9.97%-0.1pp | 12.33%-2.4pp | 202.70%-192.8pp |
| Employer contribution / active EE | $2,171 | $4,098-47.0% | $3,497-37.9% | $5,055-57.1% |
| Participant deferral / active EE | $3,651 | $5,539-34.1% | $4,808-24.1% | $6,977-47.7% |
| Admin fee / account holder | $6,993 | $27,010-74.1% | $19,547-64.2% | $19,030-63.3% |