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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 | $40,744 | $76,407-46.7% | $150,298-72.9% | $82,448-50.6% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 19.07% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,415 | $2,614-7.6% | $4,154-41.9% | $2,551-5.3% |
| Participant deferral / active EE | $1,987 | $3,214-38.2% | $5,453-63.6% | $4,139-52.0% |
| Admin fee / account holder | $3,885 | $6,352-38.8% | $14,116-72.5% | $7,234-46.3% |