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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 | $43,241 | $77,814-44.4% | $158,223-72.7% | $86,983-50.3% |
| Participation rate | 77.8% | 68.4%+9.4pp | 79.2%-1.4pp | 69.5%+8.2pp |
| Annual return | 14.08% | 30.54%-16.5pp | 52.09%-38.0pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,853 | $2,592-28.5% | $4,109-54.9% | $2,584-28.3% |
| Participant deferral / active EE | $6,838 | $3,270+109.1% | $5,467+25.1% | $4,194+63.0% |
| Admin fee / account holder | $1,274 | $5,879-78.3% | $16,047-92.1% | $7,856-83.8% |