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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 | $42,670 | $106,524-59.9% | $152,301-72.0% | $87,485-51.2% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 15.75% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,109 | $3,371-37.4% | $4,624-54.4% | $2,596-18.8% |
| Participant deferral / active EE | $5,477 | $6,525-16.1% | $8,004-31.6% | $4,274+28.1% |
| Admin fee / account holder | $8,279 | $8,287-0.1% | $14,398-42.5% | $7,775+6.5% |