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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 | $76,724 | $110,379-30.5% | $102,412-25.1% | $145,884-47.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.08% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,078 | $4,216-50.7% | $3,870-46.3% | $4,662-55.4% |
| Participant deferral / active EE | $2,922 | $5,622-48.0% | $5,060-42.2% | $6,690-56.3% |
| Admin fee / account holder | $881 | $9,745-91.0% | $8,388-89.5% | $13,392-93.4% |