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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 | $93,798 | $117,829-20.4% | $102,423-8.4% | $145,877-35.7% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 23.73% | 31.83%-8.1pp | 29.42%-5.7pp | 551.28%-527.6pp |
| Employer contribution / active EE | $2,220 | $3,615-38.6% | $3,023-26.6% | $4,663-52.4% |
| Participant deferral / active EE | $4,463 | $5,732-22.1% | $5,054-11.7% | $6,691-33.3% |
| Admin fee / account holder | $8,596 | $13,335-35.5% | $9,455-9.1% | $13,402-35.9% |