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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 | $111,814-39.3% | $103,378-34.4% | $145,978-53.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.40% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $6,526 | $4,215+54.8% | $3,870+68.6% | $4,662+40.0% |
| Participant deferral / active EE | $7,761 | $5,618+38.1% | $5,058+53.5% | $6,690+16.0% |
| Admin fee / account holder | $5,021 | $9,764-48.6% | $8,401-40.2% | $13,400-62.5% |