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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 | $43,800 | $78,707-44.4% | $117,861-62.8% | $70,126-37.5% |
| Participation rate | 91.5% | 73.2%+18.3pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 24.21% | 23.30%+0.9pp | 335.11%-310.9pp | 73.15%-48.9pp |
| Employer contribution / active EE | $1,472 | $2,223-33.8% | $3,786-61.1% | $2,343-37.2% |
| Participant deferral / active EE | $4,809 | $3,297+45.8% | $4,482+7.3% | $3,332+44.3% |
| Admin fee / account holder | $5,051 | $5,066-0.3% | $8,021-37.0% | $4,645+8.7% |