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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 | $40,514 | $99,985-59.5% | $146,674-72.4% | $85,854-52.8% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 17.76% | 18.93%-1.2pp | 22.75%-5.0pp | 318.56%-300.8pp |
| Employer contribution / active EE | $3,254 | $2,559+27.2% | $4,137-21.3% | $2,565+26.9% |
| Participant deferral / active EE | $5,944 | $4,006+48.4% | $5,506+7.9% | $3,952+50.4% |
| Admin fee / account holder | $2,150 | $7,702-72.1% | $10,280-79.1% | $6,260-65.7% |