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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 | $41,779 | $81,233-48.6% | $155,567-73.1% | $80,874-48.3% |
| Participation rate | 86.4% | 66.2%+20.2pp | 78.2%+8.2pp | 67.6%+18.8pp |
| Annual return | 17.33% | 33.33%-16.0pp | 64.74%-47.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $4,365 | $3,101+40.8% | $4,674-6.6% | $2,756+58.4% |
| Participant deferral / active EE | $2,904 | $3,452-15.9% | $5,628-48.4% | $4,297-32.4% |
| Admin fee / account holder | $2,216 | $7,998-72.3% | $15,916-86.1% | $6,935-68.0% |