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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 | $56,297 | $48,314+16.5% | $67,561-16.7% | $80,925-30.4% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 16.35% | 18.28%-1.9pp | 3525.44%-3509.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $805 | $2,022-60.2% | $2,735-70.6% | $2,756-70.8% |
| Participant deferral / active EE | $1,113 | $2,927-62.0% | $4,003-72.2% | $4,299-74.1% |
| Admin fee / account holder | $1,347 | $3,690-63.5% | $4,006-66.4% | $6,940-80.6% |