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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 | $50,468 | $111,814-54.9% | $103,374-51.2% | $145,959-65.4% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 20.72% | 24.77%-4.1pp | 24.89%-4.2pp | 561.95%-541.2pp |
| Employer contribution / active EE | $2,171 | $4,214-48.5% | $3,869-43.9% | $4,661-53.4% |
| Participant deferral / active EE | $4,976 | $5,618-11.4% | $5,058-1.6% | $6,689-25.6% |
| Admin fee / account holder | $5,383 | $9,754-44.8% | $8,394-35.9% | $13,398-59.8% |