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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 | $42,842 | $87,166-50.9% | $76,735-44.2% | $137,256-68.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 19.39% | 26.50%-7.1pp | 29.77%-10.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,876 | $2,904+33.4% | $2,454+57.9% | $4,156-6.7% |
| Participant deferral / active EE | $6,216 | $4,726+31.5% | $4,088+52.1% | $6,407-3.0% |
| Admin fee / account holder | $3,956 | $8,403-52.9% | $7,189-45.0% | $12,270-67.8% |