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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 | $56,941 | $61,605-7.6% | $112,236-49.3% | $75,173-24.3% |
| Participation rate | 90.8% | 61.7%+29.1pp | 72.4%+18.3pp | 67.2%+23.6pp |
| Annual return | 15.90% | 28.47%-12.6pp | 30.20%-14.3pp | 160.65%-144.8pp |
| Employer contribution / active EE | $3,757 | $2,015+86.4% | $3,431+9.5% | $2,670+40.7% |
| Participant deferral / active EE | $4,602 | $3,108+48.1% | $4,799-4.1% | $4,126+11.5% |
| Admin fee / account holder | $8,655 | $4,862+78.0% | $7,749+11.7% | $5,651+53.1% |