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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 | $46,079 | $73,978-37.7% | $96,515-52.3% | $75,173-38.7% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 19.27% | 26.72%-7.5pp | 35.73%-16.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $3,444 | $2,931+17.5% | $3,740-7.9% | $2,671+28.9% |
| Participant deferral / active EE | $6,392 | $3,660+74.7% | $4,880+31.0% | $4,126+54.9% |
| Admin fee / account holder | $1,482 | $5,219-71.6% | $6,735-78.0% | $5,651-73.8% |