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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 | $41,576 | $106,524-61.0% | $152,301-72.7% | $87,485-52.5% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.4%+13.0pp | 68.9%+26.5pp |
| Annual return | 17.91% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,293 | $3,371-32.0% | $4,624-50.4% | $2,596-11.7% |
| Participant deferral / active EE | $7,452 | $6,525+14.2% | $8,004-6.9% | $4,274+74.4% |
| Admin fee / account holder | $17,690 | $8,287+113.5% | $14,398+22.9% | $7,775+127.5% |