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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 | $51,940 | $110,337-52.9% | $102,383-49.3% | $145,877-64.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.11% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,594 | $4,216-38.5% | $3,870-33.0% | $4,663-44.4% |
| Participant deferral / active EE | $7,182 | $5,621+27.8% | $5,060+41.9% | $6,691+7.3% |
| Admin fee / account holder | $2,227 | $9,750-77.2% | $8,391-73.5% | $13,402-83.4% |