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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 | $106,749-61.1% | $145,433-71.4% | $82,448-49.6% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 17.91% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,293 | $3,444-33.4% | $4,554-49.7% | $2,551-10.1% |
| Participant deferral / active EE | $7,452 | $6,519+14.3% | $7,897-5.6% | $4,139+80.0% |
| Admin fee / account holder | $17,690 | $8,390+110.8% | $13,129+34.7% | $7,234+144.5% |