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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 | $64,301 | $110,410-41.8% | $102,437-37.2% | $145,897-55.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 12.02% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,971 | $4,217-5.8% | $3,871+2.6% | $4,663-14.8% |
| Participant deferral / active EE | $7,514 | $5,622+33.7% | $5,060+48.5% | $6,689+12.3% |
| Admin fee / account holder | $14,417 | $9,745+47.9% | $8,388+71.9% | $13,390+7.7% |