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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 | $54,059 | $110,379-51.0% | $102,412-47.2% | $145,884-62.9% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 16.58% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,497 | $4,216-40.8% | $3,870-35.5% | $4,662-46.4% |
| Participant deferral / active EE | $6,677 | $5,622+18.8% | $5,060+31.9% | $6,690-0.2% |
| Admin fee / account holder | $3,352 | $9,745-65.6% | $8,388-60.0% | $13,392-75.0% |