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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 | $52,291 | $167,415-68.8% | $140,514-62.8% | $198,609-73.7% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 20.84% | 13.85%+7.0pp | 14.36%+6.5pp | 202.70%-181.9pp |
| Employer contribution / active EE | $4,406 | $4,088+7.8% | $3,378+30.4% | $5,055-12.8% |
| Participant deferral / active EE | $9,336 | $5,579+67.3% | $4,919+89.8% | $6,977+33.8% |
| Admin fee / account holder | $4,686 | $16,730-72.0% | $13,697-65.8% | $19,030-75.4% |