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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 | $89,833 | $111,814-19.7% | $103,374-13.1% | $145,959-38.5% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.94% | 24.77%-11.8pp | 24.89%-12.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $6,621 | $4,214+57.1% | $3,869+71.1% | $4,661+42.0% |
| Participant deferral / active EE | $17,581 | $5,618+212.9% | $5,058+247.6% | $6,689+162.9% |
| Admin fee / account holder | $27,585 | $9,754+182.8% | $8,394+228.6% | $13,398+105.9% |