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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 | $40,068 | $106,749-62.5% | $145,433-72.4% | $82,448-51.4% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 14.47% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,726 | $3,444-20.9% | $4,554-40.2% | $2,551+6.9% |
| Participant deferral / active EE | $3,804 | $6,519-41.6% | $7,897-51.8% | $4,139-8.1% |
| Admin fee / account holder | $1,832 | $8,390-78.2% | $13,129-86.0% | $7,234-74.7% |