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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 | $25,158 | $73,978-66.0% | $96,515-73.9% | $75,173-66.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 21.09% | 26.72%-5.6pp | 35.73%-14.6pp | 160.72%-139.6pp |
| Employer contribution / active EE | $4,765 | $2,931+62.6% | $3,740+27.4% | $2,671+78.4% |
| Participant deferral / active EE | $1,789 | $3,660-51.1% | $4,880-63.3% | $4,126-56.6% |
| Admin fee / account holder | $1,292 | $5,219-75.2% | $6,735-80.8% | $5,651-77.1% |