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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 | $41,293 | $106,749-61.3% | $145,433-71.6% | $82,448-49.9% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 16.09% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,949 | $3,444-14.4% | $4,554-35.2% | $2,551+15.6% |
| Participant deferral / active EE | $6,123 | $6,519-6.1% | $7,897-22.5% | $4,139+47.9% |
| Admin fee / account holder | $1,168 | $8,390-86.1% | $13,129-91.1% | $7,234-83.9% |