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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 | $37,457 | $108,825-65.6% | $156,181-76.0% | $82,448-54.6% |
| Participation rate | 88.4% | 72.4%+16.1pp | 78.8%+9.6pp | 68.1%+20.4pp |
| Annual return | 14.53% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,244 | $2,870-21.8% | $4,294-47.7% | $2,551-12.0% |
| Participant deferral / active EE | $4,999 | $4,577+9.2% | $6,132-18.5% | $4,139+20.8% |
| Admin fee / account holder | $6,120 | $9,341-34.5% | $14,586-58.0% | $7,234-15.4% |