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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 | $48,277+16.6% | $67,511-16.6% | $80,874-30.4% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.6%+18.6pp |
| Annual return | 16.35% | 18.27%-1.9pp | 3517.41%-3501.1pp | 35.62%-19.3pp |
| Employer contribution / active EE | $805 | $2,021-60.2% | $2,733-70.5% | $2,756-70.8% |
| Participant deferral / active EE | $1,113 | $2,926-62.0% | $4,000-72.2% | $4,297-74.1% |
| Admin fee / account holder | $1,347 | $3,687-63.5% | $3,999-66.3% | $6,935-80.6% |