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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 | $52,217 | $106,280-50.9% | $96,538-45.9% | $139,487-62.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 12.70% | 38.48%-25.8pp | 35.74%-23.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,141 | $4,107-47.9% | $3,740-42.8% | $4,755-55.0% |
| Participant deferral / active EE | $4,660 | $5,457-14.6% | $4,880-4.5% | $6,713-30.6% |
| Admin fee / account holder | $1,251 | $7,888-84.1% | $6,737-81.4% | $11,407-89.0% |