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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 | $51,712 | $111,814-53.8% | $103,374-50.0% | $145,959-64.6% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 11.05% | 24.77%-13.7pp | 24.89%-13.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,660 | $4,214-36.9% | $3,869-31.3% | $4,661-42.9% |
| Participant deferral / active EE | $6,608 | $5,618+17.6% | $5,058+30.6% | $6,689-1.2% |
| Admin fee / account holder | $3,046 | $9,754-68.8% | $8,394-63.7% | $13,398-77.3% |