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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 | $88,277 | $110,410-20.0% | $102,437-13.8% | $145,897-39.5% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.48% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $4,494 | $4,217+6.6% | $3,871+16.1% | $4,663-3.6% |
| Participant deferral / active EE | $5,216 | $5,622-7.2% | $5,060+3.1% | $6,689-22.0% |
| Admin fee / account holder | $5,597 | $9,745-42.6% | $8,388-33.3% | $13,390-58.2% |