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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 | $54,623 | $73,978-26.2% | $96,515-43.4% | $75,173-27.3% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | 18.28% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $4,479 | $2,931+52.8% | $3,740+19.8% | $2,671+67.7% |
| Participant deferral / active EE | $11,275 | $3,660+208.1% | $4,880+131.1% | $4,126+173.3% |
| Admin fee / account holder | $1,493 | $5,219-71.4% | $6,735-77.8% | $5,651-73.6% |