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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 | $40,659 | $57,061-28.7% | $85,063-52.2% | $80,911-49.7% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 10.79% | 21.66%-10.9pp | 66.54%-55.7pp | 35.63%-24.8pp |
| Employer contribution / active EE | $2,447 | $1,799+36.1% | $2,727-10.3% | $2,756-11.2% |
| Participant deferral / active EE | $4,401 | $3,110+41.5% | $4,523-2.7% | $4,297+2.4% |
| Admin fee / account holder | $2,255 | $4,986-54.8% | $6,155-63.4% | $6,935-67.5% |