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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 | $54,243 | $167,415-67.6% | $140,514-61.4% | $198,609-72.7% |
| Participation rate | 71.4% | 80.9%-9.5pp | 77.8%-6.4pp | 82.4%-10.9pp |
| Annual return | 17.77% | 13.85%+3.9pp | 14.36%+3.4pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,636 | $4,088-11.0% | $3,378+7.6% | $5,055-28.1% |
| Participant deferral / active EE | $9,406 | $5,579+68.6% | $4,919+91.2% | $6,977+34.8% |
| Admin fee / account holder | $934 | $16,730-94.4% | $13,697-93.2% | $19,030-95.1% |