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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 | $56,681 | $106,247-46.7% | $96,515-41.3% | $139,466-59.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 12.33% | 38.47%-26.1pp | 35.73%-23.4pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,012 | $4,106-51.0% | $3,740-46.2% | $4,754-57.7% |
| Participant deferral / active EE | $7,154 | $5,456+31.1% | $4,880+46.6% | $6,712+6.6% |
| Admin fee / account holder | $1,081 | $7,885-86.3% | $6,735-83.9% | $11,409-90.5% |