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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 | $76,695 | $111,814-31.4% | $103,374-25.8% | $145,959-47.5% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 11.55% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,528 | $4,214-16.3% | $3,869-8.8% | $4,661-24.3% |
| Participant deferral / active EE | $6,431 | $5,618+14.5% | $5,058+27.1% | $6,689-3.9% |
| Admin fee / account holder | $3,328 | $9,754-65.9% | $8,394-60.4% | $13,398-75.2% |