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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 | $37,762 | $106,749-64.6% | $145,433-74.0% | $82,448-54.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 14.84% | 27.59%-12.8pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,971 | $3,444-13.7% | $4,554-34.8% | $2,551+16.5% |
| Participant deferral / active EE | $3,604 | $6,519-44.7% | $7,897-54.4% | $4,139-12.9% |
| Admin fee / account holder | $1,219 | $8,390-85.5% | $13,129-90.7% | $7,234-83.2% |