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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 | $57,322 | $86,298-33.6% | $111,308-48.5% | $85,847-33.2% |
| Participation rate | 89.5% | 73.3%+16.1pp | 77.3%+12.2pp | 69.3%+20.2pp |
| Annual return | 11.69% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $2,791 | $2,044+36.6% | $2,732+2.2% | $2,565+8.8% |
| Participant deferral / active EE | $6,650 | $3,641+82.6% | $4,487+48.2% | $3,952+68.3% |
| Admin fee / account holder | $18,261 | $8,189+123.0% | $7,965+129.3% | $6,261+191.7% |