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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 | $51,512 | $115,225-55.3% | $100,712-48.9% | $138,895-62.9% |
| Participation rate | 86.7% | 74.3%+12.3pp | 69.3%+17.4pp | 79.9%+6.7pp |
| Annual return | 14.22% | 40.35%-26.1pp | 33.27%-19.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $5,542 | $2,771+100.0% | $2,313+139.6% | $4,194+32.1% |
| Participant deferral / active EE | $4,266 | $4,699-9.2% | $4,085+4.4% | $6,396-33.3% |
| Admin fee / account holder | $770 | $10,844-92.9% | $9,256-91.7% | $12,562-93.9% |