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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 | $40,576 | $123,155-67.1% | $108,753-62.7% | $155,188-73.9% |
| Participation rate | 87.0% | 75.6%+11.3pp | 71.1%+15.9pp | 80.8%+6.2pp |
| Annual return | 10.00% | 44.73%-34.7pp | 37.47%-27.5pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,018 | $2,811-28.2% | $2,427-16.8% | $4,248-52.5% |
| Participant deferral / active EE | $5,084 | $4,623+10.0% | $4,115+23.5% | $6,531-22.2% |
| Admin fee / account holder | $4,416 | $12,126-63.6% | $10,320-57.2% | $14,480-69.5% |