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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 | $114,712-67.3% | $173,730-78.4% | $87,485-57.2% |
| Participation rate | 88.4% | 73.0%+15.4pp | 79.6%+8.8pp | 68.9%+19.5pp |
| Annual return | 14.53% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,244 | $2,904-22.7% | $4,577-51.0% | $2,596-13.5% |
| Participant deferral / active EE | $4,999 | $4,642+7.7% | $6,326-21.0% | $4,274+17.0% |
| Admin fee / account holder | $6,120 | $10,210-40.1% | $17,523-65.1% | $7,775-21.3% |