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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 | $82,583 | $113,338-27.1% | $94,993-13.1% | $147,586-44.0% |
| Participation rate | 95.7% | 78.0%+17.7pp | 73.9%+21.8pp | 82.8%+12.8pp |
| Annual return | 5.93% | 20.80%-14.9pp | 27.14%-21.2pp | 578.59%-572.7pp |
| Employer contribution / active EE | $3,075 | $3,160-2.7% | $2,603+18.1% | $4,876-36.9% |
| Participant deferral / active EE | $2,153 | $3,777-43.0% | $3,317-35.1% | $5,439-60.4% |
| Admin fee / account holder | $13,886 | $6,063+129.0% | $4,960+179.9% | $10,886+27.6% |