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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 | $41,837 | $76,407-45.2% | $150,298-72.2% | $82,448-49.3% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 18.33% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,226 | $2,614-14.9% | $4,154-46.4% | $2,551-12.8% |
| Participant deferral / active EE | $3,083 | $3,214-4.1% | $5,453-43.5% | $4,139-25.5% |
| Admin fee / account holder | $1,346 | $6,352-78.8% | $14,116-90.5% | $7,234-81.4% |