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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 | $51,360 | $73,978-30.6% | $96,515-46.8% | $75,173-31.7% |
| Participation rate | 81.4% | 66.4%+15.0pp | 74.3%+7.1pp | 67.2%+14.2pp |
| Annual return | 18.05% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $4,005 | $2,931+36.6% | $3,740+7.1% | $2,671+49.9% |
| Participant deferral / active EE | $1,740 | $3,660-52.5% | $4,880-64.3% | $4,126-57.8% |
| Admin fee / account holder | $1,536 | $5,219-70.6% | $6,735-77.2% | $5,651-72.8% |