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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 | $56,406 | $110,337-48.9% | $102,383-44.9% | $145,877-61.3% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 11.10% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,884 | $4,216-7.9% | $3,870+0.3% | $4,663-16.7% |
| Participant deferral / active EE | $7,421 | $5,621+32.0% | $5,060+46.7% | $6,691+10.9% |
| Admin fee / account holder | $9,024 | $9,750-7.4% | $8,391+7.5% | $13,402-32.7% |