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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 | $43,482 | $95,453-54.4% | $112,040-61.2% | $82,448-47.3% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.5%+12.0pp | 68.1%+20.4pp |
| Annual return | 13.97% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,235 | $2,318-3.6% | $2,954-24.3% | $2,551-12.4% |
| Participant deferral / active EE | $4,083 | $4,224-3.3% | $5,098-19.9% | $4,139-1.4% |
| Admin fee / account holder | $2,526 | $9,013-72.0% | $12,098-79.1% | $7,234-65.1% |