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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 | $52,575 | $112,729-53.4% | $98,716-46.7% | $137,256-61.7% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.3%+17.1pp | 80.0%+6.4pp |
| Annual return | 14.46% | 38.48%-24.0pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,704 | $2,725-37.5% | $2,279-25.2% | $4,156-59.0% |
| Participant deferral / active EE | $5,052 | $4,640+8.9% | $4,048+24.8% | $6,407-21.1% |
| Admin fee / account holder | $21,286 | $10,129+110.2% | $8,703+144.6% | $12,270+73.5% |