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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 | $85,349 | $86,288-1.1% | $111,306-23.3% | $85,851-0.6% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.67%-41.6pp | 318.63%-305.6pp |
| Employer contribution / active EE | $2,297 | $2,044+12.4% | $2,732-15.9% | $2,565-10.5% |
| Participant deferral / active EE | $4,209 | $3,641+15.6% | $4,488-6.2% | $3,952+6.5% |
| Admin fee / account holder | $4,014 | $8,189-51.0% | $7,966-49.6% | $6,261-35.9% |