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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 | $125,543 | $211,288-40.6% | $178,540-29.7% | $145,884-13.9% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.79% | 30.27%-21.5pp | 27.15%-18.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,058 | $4,574-55.0% | $3,953-47.9% | $4,662-55.9% |
| Participant deferral / active EE | $17,348 | $6,967+149.0% | $6,281+176.2% | $6,690+159.3% |
| Admin fee / account holder | $1,047 | $12,105-91.3% | $10,424-90.0% | $13,392-92.2% |