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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 | $92,896 | $110,337-15.8% | $102,383-9.3% | $145,877-36.3% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 12.84% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $5,113 | $4,216+21.3% | $3,870+32.1% | $4,663+9.6% |
| Participant deferral / active EE | $11,757 | $5,621+109.2% | $5,060+132.4% | $6,691+75.7% |
| Admin fee / account holder | $6,963 | $9,750-28.6% | $8,391-17.0% | $13,402-48.0% |