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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 | $66,398 | $124,330-46.6% | $109,173-39.2% | $167,536-60.4% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 12.20% | 26.04%-13.8pp | 25.75%-13.6pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,489 | $4,209-40.9% | $3,723-33.1% | $4,839-48.6% |
| Participant deferral / active EE | $7,430 | $5,256+41.4% | $4,654+59.7% | $6,342+17.2% |
| Admin fee / account holder | $3,095 | $7,974-61.2% | $6,755-54.2% | $12,315-74.9% |