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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 | $50,201 | $73,978-32.1% | $96,515-48.0% | $75,173-33.2% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 16.58% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,870 | $2,931-36.2% | $3,740-50.0% | $2,671-30.0% |
| Participant deferral / active EE | $3,706 | $3,660+1.3% | $4,880-24.0% | $4,126-10.2% |
| Admin fee / account holder | $9,967 | $5,219+91.0% | $6,735+48.0% | $5,651+76.4% |