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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 | $39,665 | $114,119-65.2% | $107,187-63.0% | $138,895-71.4% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 12.88% | 273.21%-260.3pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,521 | $4,059-37.9% | $3,782-33.3% | $4,194-39.9% |
| Participant deferral / active EE | $4,407 | $5,538-20.4% | $5,096-13.5% | $6,396-31.1% |
| Admin fee / account holder | $1,560 | $10,024-84.4% | $9,162-83.0% | $12,562-87.6% |