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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 | $68,619 | $103,393-33.6% | $87,103-21.2% | $152,909-55.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 15.92% | 28.10%-12.2pp | 28.19%-12.3pp | 345.46%-329.5pp |
| Employer contribution / active EE | $5,054 | $3,221+56.9% | $2,521+100.5% | $4,764+6.1% |
| Participant deferral / active EE | $2,486 | $4,778-48.0% | $4,049-38.6% | $5,851-57.5% |
| Admin fee / account holder | $4,037 | $12,195-66.9% | $7,491-46.1% | $11,601-65.2% |