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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 | $42,112 | $94,031-55.2% | $115,768-63.6% | $82,448-48.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.4%+19.4pp | 68.1%+25.7pp |
| Annual return | 14.64% | 20.61%-6.0pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,259 | $2,323-2.8% | $2,940-23.2% | $2,551-11.4% |
| Participant deferral / active EE | $2,672 | $3,972-32.7% | $4,917-45.7% | $4,139-35.5% |
| Admin fee / account holder | $1,398 | $10,249-86.4% | $12,439-88.8% | $7,234-80.7% |