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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 | $36,831 | $112,729-67.3% | $98,716-62.7% | $137,256-73.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 12.40% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,481 | $2,725+27.7% | $2,279+52.8% | $4,156-16.2% |
| Participant deferral / active EE | $4,181 | $4,640-9.9% | $4,048+3.3% | $6,407-34.7% |
| Admin fee / account holder | $2,915 | $10,129-71.2% | $8,703-66.5% | $12,270-76.2% |