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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 | $39,877 | $89,259-55.3% | $107,187-62.8% | $82,637-51.7% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.1pp |
| Annual return | 13.69% | 21.02%-7.3pp | 204.55%-190.9pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,780 | $3,080-9.7% | $3,782-26.5% | $2,552+8.9% |
| Participant deferral / active EE | $4,014 | $4,037-0.6% | $5,096-21.2% | $4,126-2.7% |
| Admin fee / account holder | $5,584 | $7,381-24.3% | $9,162-39.1% | $7,339-23.9% |