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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 | $52,593 | $124,425-57.7% | $112,040-53.1% | $137,256-61.7% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,098 | $3,411-38.5% | $2,954-29.0% | $4,156-49.5% |
| Participant deferral / active EE | $3,882 | $5,718-32.1% | $5,098-23.9% | $6,407-39.4% |
| Admin fee / account holder | $24,410 | $15,207+60.5% | $12,098+101.8% | $12,270+98.9% |