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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 | $46,780 | $123,793-62.2% | $177,848-73.7% | $79,856-41.4% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 20.38% | 22.82%-2.4pp | 48.33%-27.9pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,639 | $4,095-60.0% | $5,919-72.3% | $2,471-33.7% |
| Participant deferral / active EE | $4,037 | $5,956-32.2% | $7,714-47.7% | $3,741+7.9% |
| Admin fee / account holder | $6,212 | $7,243-14.2% | $12,431-50.0% | $5,306+17.1% |