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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 | $89,600 | $86,294+3.8% | $111,303-19.5% | $85,856+4.4% |
| Participation rate | 94.0% | 73.3%+20.7pp | 77.3%+16.7pp | 69.3%+24.7pp |
| Annual return | 12.66% | 19.99%-7.3pp | 54.66%-42.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,643 | $2,043-19.6% | $2,731-39.8% | $2,565-35.9% |
| Participant deferral / active EE | $4,485 | $3,641+23.2% | $4,4870% | $3,952+13.5% |
| Admin fee / account holder | $5,586 | $8,189-31.8% | $7,966-29.9% | $6,261-10.8% |