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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 | $59,599 | $106,280-43.9% | $96,538-38.3% | $139,487-57.3% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 20.65% | 38.48%-17.8pp | 35.74%-15.1pp | 373.84%-353.2pp |
| Employer contribution / active EE | $4,632 | $4,107+12.8% | $3,740+23.8% | $4,755-2.6% |
| Participant deferral / active EE | $3,509 | $5,457-35.7% | $4,880-28.1% | $6,713-47.7% |
| Admin fee / account holder | $2,338 | $7,888-70.4% | $6,737-65.3% | $11,407-79.5% |