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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 | $56,594 | $101,763-44.4% | $164,866-65.7% | $80,874-30.0% |
| Participation rate | 84.3% | 71.8%+12.5pp | 78.6%+5.7pp | 67.6%+16.7pp |
| Annual return | 11.31% | 16.73%-5.4pp | 69.97%-58.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,625 | $2,954-11.1% | $4,343-39.6% | $2,756-4.7% |
| Participant deferral / active EE | $3,162 | $4,477-29.4% | $6,033-47.6% | $4,297-26.4% |
| Admin fee / account holder | $1,591 | $8,228-80.7% | $12,689-87.5% | $6,935-77.1% |