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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 | $82,691 | $127,387-35.1% | $115,038-28.1% | $125,389-34.1% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 3.66% | 31.28%-27.6pp | 26.14%-22.5pp | 282.24%-278.6pp |
| Employer contribution / active EE | $1,324 | $5,166-74.4% | $4,608-71.3% | $4,866-72.8% |
| Participant deferral / active EE | $3,810 | $6,423-40.7% | $6,026-36.8% | $5,352-28.8% |
| Admin fee / account holder | $21,089 | $9,516+121.6% | $8,175+158.0% | $9,541+121.0% |