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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 | $68,908 | $110,337-37.5% | $102,383-32.7% | $145,877-52.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.56% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $5,129 | $4,216+21.7% | $3,870+32.5% | $4,663+10.0% |
| Participant deferral / active EE | $6,104 | $5,621+8.6% | $5,060+20.6% | $6,691-8.8% |
| Admin fee / account holder | $1,640 | $9,750-83.2% | $8,391-80.5% | $13,402-87.8% |