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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 | $41,151 | $110,137-62.6% | $161,149-74.5% | $82,637-50.2% |
| Participation rate | 77.4% | 72.4%+5.1pp | 78.8%-1.4pp | 68.1%+9.4pp |
| Annual return | 12.79% | 20.69%-7.9pp | 21.16%-8.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,240 | $2,856-21.6% | $4,360-48.6% | $2,552-12.2% |
| Participant deferral / active EE | $3,705 | $4,575-19.0% | $6,153-39.8% | $4,126-10.2% |
| Admin fee / account holder | $4,368 | $9,467-53.9% | $15,194-71.3% | $7,339-40.5% |