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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 | $81,177 | $110,240-26.4% | $96,544-15.9% | $139,487-41.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 11.23% | 26.41%-15.2pp | 25.88%-14.7pp | 373.84%-362.6pp |
| Employer contribution / active EE | $3,930 | $3,622+8.5% | $2,966+32.5% | $4,755-17.4% |
| Participant deferral / active EE | $1,817 | $5,549-67.3% | $4,851-62.5% | $6,713-72.9% |
| Admin fee / account holder | $1,222 | $11,602-89.5% | $8,254-85.2% | $11,407-89.3% |