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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 | $46,710 | $106,749-56.2% | $145,433-67.9% | $82,448-43.3% |
| Participation rate | 82.4% | 75.6%+6.8pp | 82.1%+0.3pp | 68.1%+14.4pp |
| Annual return | 14.23% | 27.59%-13.4pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,555 | $3,444-25.8% | $4,554-43.9% | $2,551+0.1% |
| Participant deferral / active EE | $7,946 | $6,519+21.9% | $7,897+0.6% | $4,139+92.0% |
| Admin fee / account holder | $1,825 | $8,390-78.2% | $13,129-86.1% | $7,234-74.8% |