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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 | $36,941 | $80,985-54.4% | $96,576-61.7% | $75,181-50.9% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 18.38% | 27.05%-8.7pp | 25.87%-7.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $3,909 | $2,282+71.2% | $2,965+31.8% | $2,671+46.4% |
| Participant deferral / active EE | $5,682 | $3,929+44.6% | $4,851+17.1% | $4,126+37.7% |
| Admin fee / account holder | $4,027 | $6,719-40.1% | $8,253-51.2% | $5,650-28.7% |