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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 | $110,337-54.3% | $102,383-50.7% | $145,877-65.4% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 20.72% | 24.83%-4.1pp | 24.94%-4.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,171 | $4,216-48.5% | $3,870-43.9% | $4,663-53.4% |
| Participant deferral / active EE | $4,976 | $5,621-11.5% | $5,060-1.7% | $6,691-25.6% |
| Admin fee / account holder | $5,383 | $9,750-44.8% | $8,391-35.9% | $13,402-59.8% |