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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 | $62,069 | $110,337-43.7% | $102,383-39.4% | $145,877-57.5% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 14.63% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,493 | $4,216-17.1% | $3,870-9.7% | $4,663-25.1% |
| Participant deferral / active EE | $8,253 | $5,621+46.8% | $5,060+63.1% | $6,691+23.4% |
| Admin fee / account holder | $3,864 | $9,750-60.4% | $8,391-54.0% | $13,402-71.2% |