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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 | $42,473 | $161,352-73.7% | $134,172-68.3% | $137,256-69.1% |
| Participation rate | 95.0% | 78.3%+16.7pp | 72.5%+22.5pp | 80.0%+15.0pp |
| Annual return | 20.75% | 28.72%-8.0pp | 25.30%-4.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $6,676 | $4,099+62.9% | $3,420+95.2% | $4,156+60.6% |
| Participant deferral / active EE | $9,512 | $5,552+71.3% | $4,690+102.8% | $6,407+48.5% |
| Admin fee / account holder | $3,174 | $15,028-78.9% | $12,016-73.6% | $12,270-74.1% |