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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 | $61,387 | $116,203-47.2% | $93,621-34.4% | $152,897-59.9% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.8%+18.9pp | 82.5%+12.3pp |
| Annual return | 20.87% | 35.96%-15.1pp | 32.76%-11.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,931 | $3,219-8.9% | $2,719+7.8% | $4,764-38.5% |
| Participant deferral / active EE | $7,225 | $4,605+56.9% | $4,070+77.5% | $5,851+23.5% |
| Admin fee / account holder | $5,573 | $10,751-48.2% | $7,890-29.4% | $11,599-52.0% |