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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 | $106,524-66.7% | $152,301-76.7% | $87,485-59.5% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.4%-12.0pp | 68.9%+1.6pp |
| Annual return | 14.24% | 26.89%-12.6pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,283 | $3,371-2.6% | $4,624-29.0% | $2,596+26.5% |
| Participant deferral / active EE | $4,016 | $6,525-38.5% | $8,004-49.8% | $4,274-6.0% |
| Admin fee / account holder | $20,194 | $8,287+143.7% | $14,398+40.3% | $7,775+159.7% |