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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 | $43,842 | $123,793-64.6% | $177,848-75.3% | $79,856-45.1% |
| Participation rate | 90.6% | 84.7%+6.0pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 16.34% | 22.82%-6.5pp | 48.33%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,453 | $4,095-40.1% | $5,919-58.6% | $2,471-0.7% |
| Participant deferral / active EE | $5,518 | $5,956-7.4% | $7,714-28.5% | $3,741+47.5% |
| Admin fee / account holder | $12,985 | $7,243+79.3% | $12,431+4.5% | $5,306+144.7% |