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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 | $56,389 | $78,707-28.4% | $117,861-52.2% | $70,126-19.6% |
| Participation rate | 82.6% | 73.2%+9.4pp | 79.7%+2.9pp | 69.5%+13.1pp |
| Annual return | 21.47% | 23.30%-1.8pp | 335.11%-313.6pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,742 | $2,223-21.7% | $3,786-54.0% | $2,343-25.7% |
| Participant deferral / active EE | $2,705 | $3,297-18.0% | $4,482-39.6% | $3,332-18.8% |
| Admin fee / account holder | $848 | $5,066-83.3% | $8,021-89.4% | $4,645-81.7% |