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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 | $53,645 | $124,425-56.9% | $112,040-52.1% | $137,256-60.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 19.77% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,798 | $3,411+11.3% | $2,954+28.6% | $4,156-8.6% |
| Participant deferral / active EE | $6,490 | $5,718+13.5% | $5,098+27.3% | $6,407+1.3% |
| Admin fee / account holder | $2,094 | $15,207-86.2% | $12,098-82.7% | $12,270-82.9% |