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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 | $51,804 | $99,875-48.1% | $146,866-64.7% | $86,983-40.4% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.5%+10.9pp | 69.5%+23.9pp |
| Annual return | 16.18% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $3,665 | $3,224+13.7% | $4,425-17.2% | $2,584+41.8% |
| Participant deferral / active EE | $8,331 | $6,322+31.8% | $7,759+7.4% | $4,194+98.6% |
| Admin fee / account holder | $2,011 | $7,838-74.3% | $13,620-85.2% | $7,856-74.4% |