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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 | $77,814-41.6% | $158,223-71.3% | $86,983-47.7% |
| Participation rate | 90.0% | 68.4%+21.6pp | 79.2%+10.8pp | 69.5%+20.5pp |
| Annual return | 22.51% | 30.54%-8.0pp | 52.09%-29.6pp | 25.83%-3.3pp |
| Employer contribution / active EE | $2,175 | $2,592-16.1% | $4,109-47.1% | $2,584-15.8% |
| Participant deferral / active EE | $3,569 | $3,270+9.1% | $5,467-34.7% | $4,194-14.9% |
| Admin fee / account holder | $1,663 | $5,879-71.7% | $16,047-89.6% | $7,856-78.8% |