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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 | $41,948 | $115,225-63.6% | $100,712-58.3% | $138,895-69.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 10.09% | 40.35%-30.3pp | 33.27%-23.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,562 | $2,771+100.7% | $2,313+140.5% | $4,194+32.6% |
| Participant deferral / active EE | $5,707 | $4,699+21.4% | $4,085+39.7% | $6,396-10.8% |
| Admin fee / account holder | $17,781 | $10,844+64.0% | $9,256+92.1% | $12,562+41.5% |