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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 | $81,476-46.2% | $102,383-57.2% | $80,925-45.9% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 13.24% | 25.59%-12.3pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $11,374 | $3,105+266.3% | $3,870+193.9% | $2,756+312.6% |
| Participant deferral / active EE | $3,778 | $3,871-2.4% | $5,060-25.3% | $4,299-12.1% |
| Admin fee / account holder | $1,555 | $6,717-76.8% | $8,391-81.5% | $6,940-77.6% |