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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 | $25,645 | $123,155-79.2% | $108,753-76.4% | $155,188-83.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 35.83% | 44.73%-8.9pp | 37.47%-1.6pp | 148.84%-113.0pp |
| Employer contribution / active EE | $4,473 | $2,811+59.1% | $2,427+84.3% | $4,248+5.3% |
| Participant deferral / active EE | $5,998 | $4,623+29.7% | $4,115+45.8% | $6,531-8.2% |
| Admin fee / account holder | $4,734 | $12,126-61.0% | $10,320-54.1% | $14,480-67.3% |