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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 | $65,794 | $211,105-68.8% | $178,449-63.1% | $145,978-54.9% |
| Participation rate | 84.2% | 80.8%+3.4pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 11.26% | 30.19%-18.9pp | 27.09%-15.8pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,249 | $4,569-50.8% | $3,951-43.1% | $4,662-51.8% |
| Participant deferral / active EE | $4,455 | $6,959-36.0% | $6,277-29.0% | $6,690-33.4% |
| Admin fee / account holder | $4,855 | $12,017-59.6% | $10,362-53.1% | $13,400-63.8% |