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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 | $91,537 | $110,337-17.0% | $102,383-10.6% | $145,877-37.3% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 11.88% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,123 | $4,216-25.9% | $3,870-19.3% | $4,663-33.0% |
| Participant deferral / active EE | $6,889 | $5,621+22.6% | $5,060+36.2% | $6,691+3.0% |
| Admin fee / account holder | $5,637 | $9,750-42.2% | $8,391-32.8% | $13,402-57.9% |