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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 | $37,741 | $95,453-60.5% | $112,040-66.3% | $82,448-54.2% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 14.22% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,732 | $2,318-25.3% | $2,954-41.4% | $2,551-32.1% |
| Participant deferral / active EE | $1,994 | $4,224-52.8% | $5,098-60.9% | $4,139-51.8% |
| Admin fee / account holder | $4,034 | $9,013-55.2% | $12,098-66.7% | $7,234-44.2% |