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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 | $107,733-61.6% | $92,985-55.5% | $154,746-73.3% |
| Participation rate | 85.7% | 74.6%+11.2pp | 69.5%+16.2pp | 80.7%+5.0pp |
| Annual return | 16.78% | 30.39%-13.6pp | 27.99%-11.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,590 | $3,126+14.8% | $2,662+34.9% | $4,379-18.0% |
| Participant deferral / active EE | $5,059 | $5,053+0.1% | $4,377+15.6% | $6,730-24.8% |
| Admin fee / account holder | $5,000 | $11,369-56.0% | $9,463-47.2% | $14,365-65.2% |