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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 | $65,778 | $110,379-40.4% | $102,412-35.8% | $145,884-54.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 15.21% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,713 | $4,216-35.7% | $3,870-29.9% | $4,662-41.8% |
| Participant deferral / active EE | $7,218 | $5,622+28.4% | $5,060+42.6% | $6,690+7.9% |
| Admin fee / account holder | $4,618 | $9,745-52.6% | $8,388-44.9% | $13,392-65.5% |