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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 | $48,576 | $126,661-61.6% | $113,397-57.2% | $138,895-65.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 12.19% | 25.05%-12.9pp | 23.20%-11.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $4,661 | $3,456+34.9% | $2,977+56.6% | $4,194+11.1% |
| Participant deferral / active EE | $4,034 | $5,693-29.1% | $5,076-20.5% | $6,396-36.9% |
| Admin fee / account holder | $814 | $14,549-94.4% | $11,957-93.2% | $12,562-93.5% |