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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 | $43,436 | $106,864-59.4% | $147,318-70.5% | $82,637-47.4% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.1%-11.1pp | 68.1%+2.9pp |
| Annual return | 21.55% | 27.49%-5.9pp | 70.43%-48.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $2,259 | $3,417-33.9% | $4,593-50.8% | $2,552-11.5% |
| Participant deferral / active EE | $4,813 | $6,496-25.9% | $7,906-39.1% | $4,126+16.7% |
| Admin fee / account holder | $3,605 | $8,415-57.2% | $13,708-73.7% | $7,339-50.9% |