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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 | $62,398 | $110,337-43.4% | $102,383-39.1% | $145,877-57.2% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 23.52% | 24.83%-1.3pp | 24.94%-1.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $5,636 | $4,216+33.7% | $3,870+45.6% | $4,663+20.9% |
| Participant deferral / active EE | $3,561 | $5,621-36.6% | $5,060-29.6% | $6,691-46.8% |
| Admin fee / account holder | $2,180 | $9,750-77.6% | $8,391-74.0% | $13,402-83.7% |