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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 | $59,633 | $96,731-38.4% | $123,973-51.9% | $86,983-31.4% |
| Participation rate | 80.0% | 70.0%+10.0pp | 76.7%+3.3pp | 69.5%+10.5pp |
| Annual return | 17.97% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,408 | $3,297-27.0% | $4,126-41.6% | $2,584-6.8% |
| Participant deferral / active EE | $3,202 | $4,152-22.9% | $5,247-39.0% | $4,194-23.7% |
| Admin fee / account holder | $6,010 | $8,722-31.1% | $11,799-49.1% | $7,856-23.5% |