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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 | $48,802 | $89,259-45.3% | $107,187-54.5% | $82,637-40.9% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 22.27% | 21.02%+1.2pp | 204.55%-182.3pp | 53.51%-31.2pp |
| Employer contribution / active EE | $2,516 | $3,080-18.3% | $3,782-33.5% | $2,552-1.4% |
| Participant deferral / active EE | $6,090 | $4,037+50.9% | $5,096+19.5% | $4,126+47.6% |
| Admin fee / account holder | $2,118 | $7,381-71.3% | $9,162-76.9% | $7,339-71.1% |