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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 | $49,227 | $211,105-76.7% | $178,449-72.4% | $145,978-66.3% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 13.62% | 30.19%-16.6pp | 27.09%-13.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,067 | $4,569-54.8% | $3,951-47.7% | $4,662-55.7% |
| Participant deferral / active EE | $7,014 | $6,959+0.8% | $6,277+11.8% | $6,690+4.8% |
| Admin fee / account holder | $2,910 | $12,017-75.8% | $10,362-71.9% | $13,400-78.3% |