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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 | $89,409 | $127,387-29.8% | $115,038-22.3% | $125,389-28.7% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 1.75% | 31.28%-29.5pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,439 | $5,166-52.8% | $4,608-47.1% | $4,866-49.9% |
| Participant deferral / active EE | $6,393 | $6,423-0.5% | $6,026+6.1% | $5,352+19.5% |
| Admin fee / account holder | $5,776 | $9,516-39.3% | $8,175-29.3% | $9,541-39.5% |