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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 | $67,759 | $106,267-36.2% | $96,520-29.8% | $139,456-51.4% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 14.62% | 38.45%-23.8pp | 35.72%-21.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $3,359 | $4,105-18.2% | $3,739-10.2% | $4,753-29.3% |
| Participant deferral / active EE | $6,743 | $5,454+23.6% | $4,879+38.2% | $6,711+0.5% |
| Admin fee / account holder | $8,202 | $7,882+4.1% | $6,733+21.8% | $11,407-28.1% |