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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 | $68,738 | $86,298-20.3% | $111,308-38.2% | $85,847-19.9% |
| Participation rate | 89.3% | 73.3%+16.0pp | 77.3%+12.0pp | 69.3%+20.0pp |
| Annual return | 28.72% | 19.99%+8.7pp | 54.67%-25.9pp | 318.61%-289.9pp |
| Employer contribution / active EE | $1,954 | $2,044-4.4% | $2,732-28.5% | $2,565-23.8% |
| Participant deferral / active EE | $3,784 | $3,641+3.9% | $4,487-15.7% | $3,952-4.3% |
| Admin fee / account holder | $3,460 | $8,189-57.7% | $7,965-56.6% | $6,261-44.7% |