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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 | $91,465 | $154,365-40.7% | $130,231-29.8% | $139,466-34.4% |
| Participation rate | 90.5% | 79.9%+10.6pp | 76.3%+14.2pp | 80.3%+10.1pp |
| Annual return | 19.32% | 30.53%-11.2pp | 38.86%-19.5pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,611 | $5,170-30.1% | $4,126-12.5% | $4,754-24.0% |
| Participant deferral / active EE | $6,722 | $8,498-20.9% | $6,799-1.1% | $6,712+0.2% |
| Admin fee / account holder | $10,755 | $9,214+16.7% | $6,020+78.7% | $11,409-5.7% |