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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 | $76,470 | $127,387-40.0% | $115,038-33.5% | $125,389-39.0% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 0.95% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,617 | $5,166-68.7% | $4,608-64.9% | $4,866-66.8% |
| Participant deferral / active EE | $4,958 | $6,423-22.8% | $6,026-17.7% | $5,352-7.3% |
| Admin fee / account holder | $12,757 | $9,516+34.1% | $8,175+56.0% | $9,541+33.7% |