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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 | $116,013 | $180,028-35.6% | $138,135-16.0% | $158,982-27.0% |
| Participation rate | 84.6% | 82.2%+2.4pp | 78.7%+5.9pp | 82.0%+2.6pp |
| Annual return | 6.47% | 21.68%-15.2pp | 20.51%-14.0pp | 302.99%-296.5pp |
| Employer contribution / active EE | $1,296 | $7,470-82.6% | $5,587-76.8% | $4,763-72.8% |
| Participant deferral / active EE | $4,518 | $7,717-41.5% | $6,431-29.7% | $5,983-24.5% |
| Admin fee / account holder | $11,508 | $17,912-35.8% | $11,856-2.9% | $11,252+2.3% |