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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 | $40,014 | $75,541-47.0% | $152,093-73.7% | $82,637-51.6% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 14.18% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,467 | $2,622-5.9% | $4,175-40.9% | $2,552-3.3% |
| Participant deferral / active EE | $4,726 | $3,206+47.4% | $5,451-13.3% | $4,126+14.5% |
| Admin fee / account holder | $8,003 | $6,405+25.0% | $14,497-44.8% | $7,339+9.1% |