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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 | $52,084 | $68,852-24.4% | $120,524-56.8% | $80,925-35.6% |
| Participation rate | 76.7% | 61.6%+15.1pp | 71.9%+4.8pp | 67.7%+9.1pp |
| Annual return | 11.59% | 23.67%-12.1pp | 107.36%-95.8pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,285 | $2,063+156.2% | $3,469+52.4% | $2,756+91.8% |
| Participant deferral / active EE | $5,815 | $3,187+82.5% | $4,994+16.5% | $4,299+35.3% |
| Admin fee / account holder | $598 | $5,781-89.7% | $9,440-93.7% | $6,940-91.4% |