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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 | $38,858 | $90,400-57.0% | $186,193-79.1% | $87,485-55.6% |
| Participation rate | 70.6% | 66.2%+4.4pp | 77.1%-6.5pp | 68.9%+1.7pp |
| Annual return | 15.13% | 22.15%-7.0pp | 78.03%-62.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,685 | $2,170+23.7% | $3,918-31.5% | $2,596+3.4% |
| Participant deferral / active EE | $4,294 | $4,330-0.8% | $6,513-34.1% | $4,274+0.5% |
| Admin fee / account holder | $4,558 | $8,673-47.5% | $11,058-58.8% | $7,775-41.4% |