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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 | $43,931 | $80,992-45.8% | $96,534-54.5% | $75,173-41.6% |
| Participation rate | 90.5% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.3pp |
| Annual return | 23.33% | 27.05%-3.7pp | 25.88%-2.5pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,948 | $2,283-14.7% | $2,965-34.3% | $2,671-27.1% |
| Participant deferral / active EE | $3,901 | $3,929-0.7% | $4,851-19.6% | $4,126-5.5% |
| Admin fee / account holder | $2,216 | $6,717-67.0% | $8,253-73.1% | $5,651-60.8% |