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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 | $40,576 | $115,225-64.8% | $100,712-59.7% | $138,895-70.8% |
| Participation rate | 87.0% | 74.3%+12.6pp | 69.3%+17.7pp | 79.9%+7.0pp |
| Annual return | 10.00% | 40.35%-30.4pp | 33.27%-23.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,018 | $2,771-27.2% | $2,313-12.7% | $4,194-51.9% |
| Participant deferral / active EE | $5,084 | $4,699+8.2% | $4,085+24.4% | $6,396-20.5% |
| Admin fee / account holder | $4,416 | $10,844-59.3% | $9,256-52.3% | $12,562-64.8% |