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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 | $41,463 | $103,164-59.8% | $90,259-54.1% | $154,746-73.2% |
| Participation rate | 70.6% | 76.1%-5.5pp | 70.7%-0.2pp | 80.7%-10.1pp |
| Annual return | 21.55% | 19.25%+2.3pp | 18.88%+2.7pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,357 | $2,532-6.9% | $2,291+2.9% | $4,379-46.2% |
| Participant deferral / active EE | $4,493 | $4,422+1.6% | $3,827+17.4% | $6,730-33.2% |
| Admin fee / account holder | $4,538 | $8,593-47.2% | $7,267-37.6% | $14,365-68.4% |