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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 | $101,752-55.9% | $164,928-72.8% | $80,911-44.5% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.08%-58.2pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,099 | $2,953-28.9% | $4,343-51.7% | $2,756-23.8% |
| Participant deferral / active EE | $3,760 | $4,477-16.0% | $6,034-37.7% | $4,297-12.5% |
| Admin fee / account holder | $5,162 | $8,218-37.2% | $12,684-59.3% | $6,935-25.6% |