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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 | $50,789 | $105,284-51.8% | $150,734-66.3% | $94,015-46.0% |
| Participation rate | 75.6% | 71.7%+3.9pp | 78.4%-2.8pp | 70.8%+4.8pp |
| Annual return | 19.32% | 15.67%+3.6pp | 600.81%-581.5pp | 17.84%+1.5pp |
| Employer contribution / active EE | $2,251 | $3,599-37.4% | $4,918-54.2% | $2,790-19.3% |
| Participant deferral / active EE | $4,614 | $4,274+8.0% | $5,610-17.8% | $4,249+8.6% |
| Admin fee / account holder | $1,781 | $9,839-81.9% | $14,905-88.0% | $8,951-80.1% |