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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 | $66,202 | $87,132-24.0% | $105,624-37.3% | $80,959-18.2% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.3%+19.7pp | 67.7%+27.3pp |
| Annual return | 12.12% | 17.03%-4.9pp | 116.20%-104.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,389 | $2,397-0.3% | $3,168-24.6% | $2,757-13.3% |
| Participant deferral / active EE | $8,320 | $3,985+108.8% | $5,013+66.0% | $4,300+93.5% |
| Admin fee / account holder | $8,479 | $8,449+0.4% | $10,961-22.6% | $6,925+22.4% |