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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 | $124,425-58.0% | $112,040-53.3% | $137,256-61.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 20.84% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,406 | $3,411+29.2% | $2,954+49.2% | $4,156+6.0% |
| Participant deferral / active EE | $9,336 | $5,718+63.3% | $5,098+83.1% | $6,407+45.7% |
| Admin fee / account holder | $4,686 | $15,207-69.2% | $12,098-61.3% | $12,270-61.8% |