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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 | $88,467 | $176,838-50.0% | $146,685-39.7% | $167,518-47.2% |
| Participation rate | 84.2% | 83.6%+0.6pp | 80.1%+4.1pp | 82.1%+2.1pp |
| Annual return | 13.72% | 24.04%-10.3pp | 22.75%-9.0pp | 478.71%-465.0pp |
| Employer contribution / active EE | $5,263 | $5,161+2.0% | $4,137+27.2% | $4,838+8.8% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,598 | $13,262-20.1% | $10,281+3.1% | $12,312-13.9% |