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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 | $46,817 | $111,814-58.1% | $103,378-54.7% | $145,978-67.9% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 13.89% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,415 | $4,215-19.0% | $3,870-11.8% | $4,662-26.7% |
| Participant deferral / active EE | $5,923 | $5,618+5.4% | $5,058+17.1% | $6,690-11.5% |
| Admin fee / account holder | $1,943 | $9,764-80.1% | $8,401-76.9% | $13,400-85.5% |