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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 | $70,565 | $115,903-39.1% | $100,528-29.8% | $158,966-55.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 16.65% | 34.80%-18.2pp | 30.90%-14.2pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,877 | $4,105-29.9% | $3,419-15.9% | $4,762-39.6% |
| Participant deferral / active EE | $7,356 | $6,677+10.2% | $6,271+17.3% | $5,983+22.9% |
| Admin fee / account holder | $8,153 | $11,000-25.9% | $8,084+0.8% | $11,250-27.5% |