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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 | $211,288-74.8% | $178,540-70.2% | $145,884-63.5% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.1pp |
| Annual return | 11.59% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,441 | $4,574-46.6% | $3,953-38.2% | $4,662-47.6% |
| Participant deferral / active EE | $4,543 | $6,967-34.8% | $6,281-27.7% | $6,690-32.1% |
| Admin fee / account holder | $4,321 | $12,105-64.3% | $10,424-58.5% | $13,392-67.7% |