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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 | $54,876 | $86,298-36.4% | $111,308-50.7% | $85,847-36.1% |
| Participation rate | 87.7% | 73.3%+14.4pp | 77.3%+10.4pp | 69.3%+18.4pp |
| Annual return | 13.86% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,096 | $2,044+2.6% | $2,732-23.3% | $2,565-18.3% |
| Participant deferral / active EE | $3,774 | $3,641+3.7% | $4,487-15.9% | $3,952-4.5% |
| Admin fee / account holder | $14,260 | $8,189+74.1% | $7,965+79.0% | $6,261+127.8% |