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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 | $45,243 | $87,132-48.1% | $105,624-57.2% | $80,959-44.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 20.43% | 17.03%+3.4pp | 116.20%-95.8pp | 35.67%-15.2pp |
| Employer contribution / active EE | $2,401 | $2,397+0.2% | $3,168-24.2% | $2,757-12.9% |
| Participant deferral / active EE | $4,476 | $3,985+12.3% | $5,013-10.7% | $4,300+4.1% |
| Admin fee / account holder | $3,863 | $8,449-54.3% | $10,961-64.8% | $6,925-44.2% |