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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 | $46,147 | $111,535-58.6% | $105,223-56.1% | $137,256-66.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 12.14% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,173 | $3,939-44.8% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $2,686 | $5,500-51.2% | $5,072-47.0% | $6,407-58.1% |
| Admin fee / account holder | $4,287 | $9,721-55.9% | $8,859-51.6% | $12,270-65.1% |