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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 | $52,354 | $73,978-29.2% | $96,515-45.8% | $75,173-30.4% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 17.22% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,605 | $2,931-45.2% | $3,740-57.1% | $2,671-39.9% |
| Participant deferral / active EE | $4,536 | $3,660+23.9% | $4,880-7.1% | $4,126+9.9% |
| Admin fee / account holder | $457 | $5,219-91.2% | $6,735-93.2% | $5,651-91.9% |