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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 | $40,361 | $101,752-60.3% | $164,928-75.5% | $80,911-50.1% |
| Participation rate | 85.1% | 71.8%+13.2pp | 78.6%+6.5pp | 67.6%+17.4pp |
| Annual return | 13.58% | 16.73%-3.2pp | 70.08%-56.5pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,508 | $2,953-15.1% | $4,343-42.3% | $2,756-9.0% |
| Participant deferral / active EE | $3,635 | $4,477-18.8% | $6,034-39.8% | $4,297-15.4% |
| Admin fee / account holder | $3,333 | $8,218-59.4% | $12,684-73.7% | $6,935-51.9% |