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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 | $66,181 | $254,759-74.0% | $216,567-69.4% | $198,609-66.7% |
| Participation rate | 94.4% | 84.5%+9.9pp | 81.6%+12.8pp | 82.4%+12.1pp |
| Annual return | 13.80% | 10.04%+3.8pp | 12.94%+0.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $4,823 | $6,096-20.9% | $5,216-7.5% | $5,055-4.6% |
| Participant deferral / active EE | $4,523 | $6,948-34.9% | $6,191-26.9% | $6,977-35.2% |
| Admin fee / account holder | $54,829 | $26,311+108.4% | $21,981+149.4% | $19,030+188.1% |