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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 | $45,451 | $75,541-39.8% | $152,093-70.1% | $82,637-45.0% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 22.51% | 32.56%-10.0pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $2,175 | $2,622-17.0% | $4,175-47.9% | $2,552-14.8% |
| Participant deferral / active EE | $3,569 | $3,206+11.3% | $5,451-34.5% | $4,126-13.5% |
| Admin fee / account holder | $1,663 | $6,405-74.0% | $14,497-88.5% | $7,339-77.3% |