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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 | $35,460 | $106,749-66.8% | $145,433-75.6% | $82,448-57.0% |
| Participation rate | 70.5% | 75.6%-5.2pp | 82.1%-11.6pp | 68.1%+2.4pp |
| Annual return | 14.24% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,283 | $3,444-4.7% | $4,554-27.9% | $2,551+28.7% |
| Participant deferral / active EE | $4,016 | $6,519-38.4% | $7,897-49.2% | $4,139-3.0% |
| Admin fee / account holder | $20,194 | $8,390+140.7% | $13,129+53.8% | $7,234+179.1% |