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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 | $44,856 | $78,520-42.9% | $96,576-53.6% | $82,448-45.6% |
| Participation rate | 75.8% | 77.7%-2.0pp | 81.4%-5.7pp | 68.1%+7.7pp |
| Annual return | 21.94% | 41.30%-19.4pp | 38.47%-16.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $5,996 | $2,630+128.0% | $3,553+68.7% | $2,551+135.0% |
| Participant deferral / active EE | $5,371 | $6,754-20.5% | $7,956-32.5% | $4,139+29.8% |
| Admin fee / account holder | $17,086 | $13,455+27.0% | $11,381+50.1% | $7,234+136.2% |