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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 | $57,825 | $124,425-53.5% | $112,040-48.4% | $137,256-57.9% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 18.63% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,706 | $3,411-50.0% | $2,954-42.2% | $4,156-58.9% |
| Participant deferral / active EE | $2,500 | $5,718-56.3% | $5,098-51.0% | $6,407-61.0% |
| Admin fee / account holder | $462 | $15,207-97.0% | $12,098-96.2% | $12,270-96.2% |