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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 | $67,033 | $127,387-47.4% | $115,038-41.7% | $125,389-46.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 2.02% | 31.28%-29.3pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $5,360 | $5,166+3.7% | $4,608+16.3% | $4,866+10.1% |
| Participant deferral / active EE | $5,569 | $6,423-13.3% | $6,026-7.6% | $5,352+4.1% |
| Admin fee / account holder | $6,637 | $9,516-30.3% | $8,175-18.8% | $9,541-30.4% |