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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 | $71,951 | $211,224-65.9% | $178,505-59.7% | $145,897-50.7% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 12.63% | 30.28%-17.7pp | 27.16%-14.5pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,784 | $4,577-39.2% | $3,955-29.6% | $4,663-40.3% |
| Participant deferral / active EE | $6,771 | $6,966-2.8% | $6,280+7.8% | $6,689+1.2% |
| Admin fee / account holder | $2,704 | $12,109-77.7% | $10,428-74.1% | $13,390-79.8% |