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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 | $81,167 | $112,729-28.0% | $98,716-17.8% | $137,256-40.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 14.96% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,600 | $2,725-41.3% | $2,279-29.8% | $4,156-61.5% |
| Participant deferral / active EE | $4,840 | $4,640+4.3% | $4,048+19.6% | $6,407-24.4% |
| Admin fee / account holder | $801 | $10,129-92.1% | $8,703-90.8% | $12,270-93.5% |