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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 | $43,758 | $84,953-48.5% | $163,379-73.2% | $82,637-47.0% |
| Participation rate | 93.3% | 65.9%+27.4pp | 76.8%+16.5pp | 68.1%+25.3pp |
| Annual return | 20.14% | 23.07%-2.9pp | 63.41%-43.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $2,220 | $2,183+1.7% | $3,752-40.8% | $2,552-13.0% |
| Participant deferral / active EE | $7,221 | $4,326+66.9% | $6,282+15.0% | $4,126+75.0% |
| Admin fee / account holder | $1,959 | $7,921-75.3% | $9,818-80.0% | $7,339-73.3% |