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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 | $86,957 | $103,387-15.9% | $87,102-0.2% | $152,885-43.1% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 24.39% | 28.10%-3.7pp | 28.19%-3.8pp | 345.39%-321.0pp |
| Employer contribution / active EE | $2,405 | $3,221-25.3% | $2,521-4.6% | $4,763-49.5% |
| Participant deferral / active EE | $3,139 | $4,778-34.3% | $4,048-22.5% | $5,851-46.3% |
| Admin fee / account holder | $6,105 | $12,193-49.9% | $7,491-18.5% | $11,598-47.4% |