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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 | $32,585 | $106,864-69.5% | $147,318-77.9% | $82,637-60.6% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 16.38% | 27.49%-11.1pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,301 | $3,417-32.7% | $4,593-49.9% | $2,552-9.8% |
| Participant deferral / active EE | $4,706 | $6,496-27.5% | $7,906-40.5% | $4,126+14.1% |
| Admin fee / account holder | $5,686 | $8,415-32.4% | $13,708-58.5% | $7,339-22.5% |