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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 | $64,668 | $100,970-36.0% | $96,576-33.0% | $137,256-52.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 18.61% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,570 | $3,809+46.2% | $3,553+56.7% | $4,156+34.0% |
| Participant deferral / active EE | $9,401 | $8,286+13.4% | $7,956+18.2% | $6,407+46.7% |
| Admin fee / account holder | $4,914 | $11,312-56.6% | $11,381-56.8% | $12,270-60.0% |