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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 | $53,114 | $210,908-74.8% | $153,643-65.4% | $145,884-63.6% |
| Participation rate | 93.3% | 82.1%+11.2pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 9.03% | 13.46%-4.4pp | 15.71%-6.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,622 | $6,055-40.2% | $5,039-28.1% | $4,662-22.3% |
| Participant deferral / active EE | $3,608 | $7,976-54.8% | $6,754-46.6% | $6,690-46.1% |
| Admin fee / account holder | $8,707 | $19,477-55.3% | $12,739-31.6% | $13,392-35.0% |