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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 | $44,877 | $101,798-55.9% | $165,071-72.8% | $80,935-44.6% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.7%+24.3pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,099 | $2,954-29.0% | $4,347-51.7% | $2,757-23.9% |
| Participant deferral / active EE | $3,760 | $4,476-16.0% | $6,035-37.7% | $4,299-12.5% |
| Admin fee / account holder | $5,162 | $8,221-37.2% | $12,695-59.3% | $6,924-25.4% |