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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 | $39,432 | $106,524-63.0% | $152,301-74.1% | $87,485-54.9% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 18.92% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,114 | $3,371-37.3% | $4,624-54.3% | $2,596-18.6% |
| Participant deferral / active EE | $6,368 | $6,525-2.4% | $8,004-20.4% | $4,274+49.0% |
| Admin fee / account holder | $3,930 | $8,287-52.6% | $14,398-72.7% | $7,775-49.4% |