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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 | $45,525 | $73,978-38.5% | $96,515-52.8% | $75,173-39.4% |
| Participation rate | 77.6% | 66.4%+11.1pp | 74.3%+3.2pp | 67.2%+10.3pp |
| Annual return | 19.90% | 26.72%-6.8pp | 35.73%-15.8pp | 160.72%-140.8pp |
| Employer contribution / active EE | $5,804 | $2,931+98.0% | $3,740+55.2% | $2,671+117.3% |
| Participant deferral / active EE | $2,464 | $3,660-32.7% | $4,880-49.5% | $4,126-40.3% |
| Admin fee / account holder | $907 | $5,219-82.6% | $6,735-86.5% | $5,651-83.9% |