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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 | $45,217 | $73,978-38.9% | $96,515-53.2% | $75,173-39.9% |
| Participation rate | 79.4% | 66.4%+13.0pp | 74.3%+5.1pp | 67.2%+12.2pp |
| Annual return | 19.12% | 26.72%-7.6pp | 35.73%-16.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $4,133 | $2,931+41.0% | $3,740+10.5% | $2,671+54.7% |
| Participant deferral / active EE | $8,095 | $3,660+121.2% | $4,880+65.9% | $4,126+96.2% |
| Admin fee / account holder | $3,852 | $5,219-26.2% | $6,735-42.8% | $5,651-31.8% |