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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 | $36,443 | $115,225-68.4% | $100,712-63.8% | $138,895-73.8% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 16.67% | 40.35%-23.7pp | 33.27%-16.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,199 | $2,771-20.7% | $2,313-4.9% | $4,194-47.6% |
| Participant deferral / active EE | $4,570 | $4,699-2.7% | $4,085+11.9% | $6,396-28.5% |
| Admin fee / account holder | $7,648 | $10,844-29.5% | $9,256-17.4% | $12,562-39.1% |