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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 | $50,781 | $110,337-54.0% | $102,383-50.4% | $145,877-65.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 12.78% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,425 | $4,216-18.8% | $3,870-11.5% | $4,663-26.5% |
| Participant deferral / active EE | $6,987 | $5,621+24.3% | $5,060+38.1% | $6,691+4.4% |
| Admin fee / account holder | $6,058 | $9,750-37.9% | $8,391-27.8% | $13,402-54.8% |