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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 | $52,919 | $46,534+13.7% | $64,097-17.4% | $75,177-29.6% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 17.00% | 26.07%-9.1pp | 33.75%-16.7pp | 160.75%-143.8pp |
| Employer contribution / active EE | $4,067 | $1,976+105.8% | $2,750+47.9% | $2,671+52.2% |
| Participant deferral / active EE | $2,847 | $2,835+0.4% | $3,881-26.7% | $4,126-31.0% |
| Admin fee / account holder | $454 | $2,957-84.6% | $3,070-85.2% | $5,651-92.0% |