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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 | $44,034 | $124,330-64.6% | $109,173-59.7% | $167,536-73.7% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 12.60% | 26.04%-13.4pp | 25.75%-13.2pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,685 | $4,209-60.0% | $3,723-54.7% | $4,839-65.2% |
| Participant deferral / active EE | $5,733 | $5,256+9.1% | $4,654+23.2% | $6,342-9.6% |
| Admin fee / account holder | $521 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |