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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 | $74,287 | $87,546-15.1% | $75,784-2.0% | $125,389-40.8% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | 0.60% | 13.49%-12.9pp | 9.68%-9.1pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,861 | $3,930-1.8% | $3,323+16.2% | $4,866-20.7% |
| Participant deferral / active EE | $5,292 | $4,230+25.1% | $3,652+44.9% | $5,352-1.1% |
| Admin fee / account holder | $15,274 | $6,503+134.9% | $5,300+188.2% | $9,541+60.1% |