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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 | $59,546 | $124,425-52.1% | $112,040-46.9% | $137,256-56.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 17.69% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,943 | $3,411+15.6% | $2,954+33.5% | $4,156-5.1% |
| Participant deferral / active EE | $10,776 | $5,718+88.4% | $5,098+111.4% | $6,407+68.2% |
| Admin fee / account holder | $2,770 | $15,207-81.8% | $12,098-77.1% | $12,270-77.4% |