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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 | $48,106 | $86,288-44.2% | $111,306-56.8% | $85,851-44.0% |
| Participation rate | 91.0% | 73.3%+17.7pp | 77.3%+13.7pp | 69.3%+21.7pp |
| Annual return | 18.27% | 19.99%-1.7pp | 54.67%-36.4pp | 318.63%-300.4pp |
| Employer contribution / active EE | $1,503 | $2,044-26.5% | $2,732-45.0% | $2,565-41.4% |
| Participant deferral / active EE | $5,911 | $3,641+62.3% | $4,488+31.7% | $3,952+49.6% |
| Admin fee / account holder | $8,707 | $8,189+6.3% | $7,966+9.3% | $6,261+39.1% |