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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 | $49,077 | $111,535-56.0% | $105,223-53.4% | $137,256-64.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.28% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,954 | $3,939-50.4% | $3,689-47.0% | $4,156-53.0% |
| Participant deferral / active EE | $5,185 | $5,500-5.7% | $5,072+2.2% | $6,407-19.1% |
| Admin fee / account holder | $2,108 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |