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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 | $67,857 | $110,410-38.5% | $102,437-33.8% | $145,897-53.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.40% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $6,526 | $4,217+54.7% | $3,871+68.6% | $4,663+40.0% |
| Participant deferral / active EE | $7,761 | $5,622+38.1% | $5,060+53.4% | $6,689+16.0% |
| Admin fee / account holder | $5,021 | $9,745-48.5% | $8,388-40.1% | $13,390-62.5% |