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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 | $68,910 | $77,419-11.0% | $69,461-0.8% | $152,885-54.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.5%+11.7pp |
| Annual return | 22.97% | 39.07%-16.1pp | 28.97%-6.0pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,905 | $3,315-12.4% | $2,779+4.5% | $4,763-39.0% |
| Participant deferral / active EE | $5,815 | $4,414+31.8% | $3,536+64.5% | $5,851-0.6% |
| Admin fee / account holder | $1,436 | $6,207-76.9% | $3,840-62.6% | $11,598-87.6% |