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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 | $54,413 | $123,155-55.8% | $108,753-50.0% | $155,188-64.9% |
| Participation rate | 93.8% | 75.6%+18.1pp | 71.1%+22.7pp | 80.8%+12.9pp |
| Annual return | 18.77% | 44.73%-26.0pp | 37.47%-18.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,340 | $2,811+18.8% | $2,427+37.7% | $4,248-21.4% |
| Participant deferral / active EE | $5,475 | $4,623+18.4% | $4,115+33.1% | $6,531-16.2% |
| Admin fee / account holder | $2,764 | $12,126-77.2% | $10,320-73.2% | $14,480-80.9% |