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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 | $65,356 | $110,240-40.7% | $96,544-32.3% | $139,487-53.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 9.63% | 26.41%-16.8pp | 25.88%-16.3pp | 373.84%-364.2pp |
| Employer contribution / active EE | $2,913 | $3,622-19.6% | $2,966-1.8% | $4,755-38.7% |
| Participant deferral / active EE | $3,907 | $5,549-29.6% | $4,851-19.5% | $6,713-41.8% |
| Admin fee / account holder | $16,376 | $11,602+41.1% | $8,254+98.4% | $11,407+43.6% |