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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 | $99,875-67.4% | $146,866-77.8% | $86,983-62.5% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.5%+20.9pp |
| Annual return | 16.38% | 28.10%-11.7pp | 102.85%-86.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,301 | $3,224-28.6% | $4,425-48.0% | $2,584-11.0% |
| Participant deferral / active EE | $4,706 | $6,322-25.6% | $7,759-39.3% | $4,194+12.2% |
| Admin fee / account holder | $5,686 | $7,838-27.5% | $13,620-58.3% | $7,856-27.6% |