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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 | $42,511 | $54,541-22.1% | $78,778-46.0% | $70,126-39.4% |
| Participation rate | 81.4% | 60.8%+20.6pp | 69.2%+12.2pp | 69.5%+11.9pp |
| Annual return | 15.71% | 21.07%-5.4pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,733 | $1,089+151.1% | $1,986+37.6% | $2,343+16.7% |
| Participant deferral / active EE | $4,565 | $2,210+106.5% | $2,958+54.3% | $3,332+37.0% |
| Admin fee / account holder | $1,948 | $3,709-47.5% | $5,134-62.1% | $4,645-58.1% |