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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 | $50,238 | $87,166-42.4% | $76,735-34.5% | $137,256-63.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 19.92% | 26.50%-6.6pp | 29.77%-9.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,420 | $2,904+17.8% | $2,454+39.4% | $4,156-17.7% |
| Participant deferral / active EE | $7,447 | $4,726+57.6% | $4,088+82.2% | $6,407+16.2% |
| Admin fee / account holder | $1,261 | $8,403-85.0% | $7,189-82.5% | $12,270-89.7% |