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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 | $43,796 | $81,504-46.3% | $102,437-57.2% | $80,959-45.9% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $11,374 | $3,104+266.5% | $3,871+193.8% | $2,757+312.5% |
| Participant deferral / active EE | $3,778 | $3,871-2.4% | $5,060-25.3% | $4,300-12.1% |
| Admin fee / account holder | $1,555 | $6,719-76.9% | $8,388-81.5% | $6,925-77.5% |