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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 | $43,445 | $124,425-65.1% | $112,040-61.2% | $137,256-68.3% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 23.91% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,609 | $3,411-23.5% | $2,954-11.7% | $4,156-37.2% |
| Participant deferral / active EE | $4,486 | $5,718-21.6% | $5,098-12.0% | $6,407-30.0% |
| Admin fee / account holder | $5,372 | $15,207-64.7% | $12,098-55.6% | $12,270-56.2% |