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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 | $61,832 | $73,978-16.4% | $96,515-35.9% | $75,173-17.7% |
| Participation rate | 82.9% | 66.4%+16.4pp | 74.3%+8.5pp | 67.2%+15.7pp |
| Annual return | 21.72% | 26.72%-5.0pp | 35.73%-14.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $5,387 | $2,931+83.8% | $3,740+44.1% | $2,671+101.7% |
| Participant deferral / active EE | $2,903 | $3,660-20.7% | $4,880-40.5% | $4,126-29.7% |
| Admin fee / account holder | $1,674 | $5,219-67.9% | $6,735-75.1% | $5,651-70.4% |