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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 | $43,835 | $81,504-46.2% | $102,437-57.2% | $80,959-45.9% |
| Participation rate | 88.6% | 66.9%+21.7pp | 74.5%+14.1pp | 67.7%+20.9pp |
| Annual return | 17.44% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $3,303 | $3,104+6.4% | $3,871-14.7% | $2,757+19.8% |
| Participant deferral / active EE | $6,420 | $3,871+65.9% | $5,060+26.9% | $4,300+49.3% |
| Admin fee / account holder | $2,903 | $6,719-56.8% | $8,388-65.4% | $6,925-58.1% |