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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 | $75,437 | $110,337-31.6% | $102,383-26.3% | $145,877-48.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 12.60% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,651 | $4,216-37.1% | $3,870-31.5% | $4,663-43.2% |
| Participant deferral / active EE | $2,282 | $5,621-59.4% | $5,060-54.9% | $6,691-65.9% |
| Admin fee / account holder | $2,336 | $9,750-76.0% | $8,391-72.2% | $13,402-82.6% |