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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 | $82,848 | $124,346-33.4% | $111,308-25.6% | $167,536-50.5% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 9.48% | 37.45%-28.0pp | 54.67%-45.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,942 | $3,437-43.5% | $2,732-28.9% | $4,839-59.9% |
| Participant deferral / active EE | $3,285 | $5,182-36.6% | $4,487-26.8% | $6,342-48.2% |
| Admin fee / account holder | $4,578 | $10,621-56.9% | $7,965-42.5% | $12,315-62.8% |