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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 | $40,141 | $81,276-50.6% | $155,574-74.2% | $80,925-50.4% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.7%+10.7pp |
| Annual return | 11.17% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $4,062 | $3,103+30.9% | $4,676-13.1% | $2,756+47.4% |
| Participant deferral / active EE | $4,238 | $3,453+22.7% | $5,629-24.7% | $4,299-1.4% |
| Admin fee / account holder | $3,530 | $7,993-55.8% | $15,914-77.8% | $6,940-49.1% |