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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 | $110,410-30.5% | $102,437-25.1% | $145,897-47.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 11.55% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,528 | $4,217-16.4% | $3,871-8.9% | $4,663-24.3% |
| Participant deferral / active EE | $6,431 | $5,622+14.4% | $5,060+27.1% | $6,689-3.9% |
| Admin fee / account holder | $3,328 | $9,745-65.8% | $8,388-60.3% | $13,390-75.1% |