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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 | $68,295 | $117,904-42.1% | $102,457-33.3% | $145,978-53.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 11.33% | 31.80%-20.5pp | 29.41%-18.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,427 | $3,613-32.8% | $3,022-19.7% | $4,662-47.9% |
| Participant deferral / active EE | $1,828 | $5,733-68.1% | $5,054-63.8% | $6,690-72.7% |
| Admin fee / account holder | $4,540 | $13,329-65.9% | $9,451-52.0% | $13,400-66.1% |