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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 | $53,686 | $110,410-51.4% | $102,437-47.6% | $145,897-63.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 9.24% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $7,483 | $4,217+77.4% | $3,871+93.3% | $4,663+60.5% |
| Participant deferral / active EE | $4,690 | $5,622-16.6% | $5,060-7.3% | $6,689-29.9% |
| Admin fee / account holder | $1,414 | $9,745-85.5% | $8,388-83.1% | $13,390-89.4% |