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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 | $84,514 | $97,765-13.6% | $103,486-18.3% | $145,884-42.1% |
| Participation rate | 93.8% | 81.1%+12.6pp | 80.5%+13.2pp | 80.3%+13.4pp |
| Annual return | 13.90% | 25.44%-11.5pp | 23.93%-10.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,024 | $4,687-35.5% | $4,679-35.4% | $4,662-35.1% |
| Participant deferral / active EE | $4,896 | $6,606-25.9% | $6,628-26.1% | $6,690-26.8% |
| Admin fee / account holder | $16,805 | $12,505+34.4% | $9,354+79.7% | $13,392+25.5% |