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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 | $53,271 | $211,224-74.8% | $178,505-70.2% | $145,897-63.5% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.0pp |
| Annual return | 11.59% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,441 | $4,577-46.7% | $3,955-38.3% | $4,663-47.6% |
| Participant deferral / active EE | $4,543 | $6,966-34.8% | $6,280-27.7% | $6,689-32.1% |
| Admin fee / account holder | $4,321 | $12,109-64.3% | $10,428-58.6% | $13,390-67.7% |