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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 | $45,132 | $48,314-6.6% | $67,561-33.2% | $80,925-44.2% |
| Participation rate | 83.3% | 66.4%+16.9pp | 72.9%+10.4pp | 67.7%+15.7pp |
| Annual return | 13.53% | 18.28%-4.8pp | 3525.44%-3511.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,108 | $2,022+4.2% | $2,735-22.9% | $2,756-23.5% |
| Participant deferral / active EE | $2,712 | $2,927-7.3% | $4,003-32.2% | $4,299-36.9% |
| Admin fee / account holder | $5,769 | $3,690+56.3% | $4,006+44.0% | $6,940-16.9% |