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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 | $59,633 | $73,988-19.4% | $96,538-38.2% | $75,177-20.7% |
| Participation rate | 92.9% | 66.4%+26.5pp | 74.3%+18.6pp | 67.2%+25.7pp |
| Annual return | 13.85% | 26.73%-12.9pp | 35.74%-21.9pp | 160.75%-146.9pp |
| Employer contribution / active EE | $4,054 | $2,930+38.3% | $3,740+8.4% | $2,671+51.8% |
| Participant deferral / active EE | $5,331 | $3,660+45.6% | $4,880+9.2% | $4,126+29.2% |
| Admin fee / account holder | $14,901 | $5,220+185.5% | $6,737+121.2% | $5,651+163.7% |