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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 | $40,394 | $78,690-48.7% | $161,489-75.0% | $87,485-53.8% |
| Participation rate | 70.2% | 67.5%+2.7pp | 78.7%-8.5pp | 68.9%+1.3pp |
| Annual return | 21.74% | 32.74%-11.0pp | 89.72%-68.0pp | 26.06%-4.3pp |
| Employer contribution / active EE | $2,400 | $2,588-7.3% | $4,268-43.8% | $2,596-7.5% |
| Participant deferral / active EE | $4,195 | $3,311+26.7% | $5,630-25.5% | $4,274-1.8% |
| Admin fee / account holder | $2,325 | $6,724-65.4% | $16,006-85.5% | $7,775-70.1% |