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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 | $45,866 | $93,617-51.0% | $135,982-66.3% | $75,177-39.0% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 22.61% | 30.89%-8.3pp | 68.32%-45.7pp | 160.75%-138.1pp |
| Employer contribution / active EE | $2,645 | $3,538-25.3% | $4,859-45.6% | $2,671-1.0% |
| Participant deferral / active EE | $6,308 | $6,406-1.5% | $7,760-18.7% | $4,126+52.9% |
| Admin fee / account holder | $2,132 | $6,980-69.5% | $10,767-80.2% | $5,651-62.3% |