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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 | $41,385 | $106,588-61.2% | $94,215-56.1% | $155,188-73.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 70.0%+15.8pp | 80.8%+4.9pp |
| Annual return | 16.78% | 29.39%-12.6pp | 28.22%-11.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,590 | $3,080+16.6% | $2,675+34.2% | $4,248-15.5% |
| Participant deferral / active EE | $5,059 | $4,802+5.3% | $4,276+18.3% | $6,531-22.5% |
| Admin fee / account holder | $5,000 | $12,281-59.3% | $10,216-51.1% | $14,480-65.5% |