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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 | $66,109 | $106,280-37.8% | $96,538-31.5% | $139,487-52.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 22.42% | 38.48%-16.1pp | 35.74%-13.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $3,432 | $4,107-16.4% | $3,740-8.2% | $4,755-27.8% |
| Participant deferral / active EE | $7,395 | $5,457+35.5% | $4,880+51.5% | $6,713+10.2% |
| Admin fee / account holder | $1,039 | $7,888-86.8% | $6,737-84.6% | $11,407-90.9% |