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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 | $22,360 | $112,729-80.2% | $98,716-77.3% | $137,256-83.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 17.55% | 38.48%-20.9pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,390 | $2,725-12.3% | $2,279+4.9% | $4,156-42.5% |
| Participant deferral / active EE | $3,133 | $4,640-32.5% | $4,048-22.6% | $6,407-51.1% |
| Admin fee / account holder | $1,187 | $10,129-88.3% | $8,703-86.4% | $12,270-90.3% |