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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 | $43,206 | $138,386-68.8% | $184,260-76.6% | $80,935-46.6% |
| Participation rate | 77.9% | 83.9%-6.0pp | 86.8%-8.9pp | 67.7%+10.2pp |
| Annual return | 15.79% | 20.02%-4.2pp | 28.84%-13.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,078 | $4,851-36.6% | $6,427-52.1% | $2,757+11.6% |
| Participant deferral / active EE | $6,521 | $7,076-7.8% | $9,133-28.6% | $4,299+51.7% |
| Admin fee / account holder | $2,725 | $10,489-74.0% | $13,898-80.4% | $6,924-60.6% |