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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 | $78,690-46.8% | $161,489-74.1% | $87,485-52.2% |
| Participation rate | 84.4% | 67.5%+17.0pp | 78.7%+5.7pp | 68.9%+15.5pp |
| Annual return | 18.33% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,226 | $2,588-14.0% | $4,268-47.9% | $2,596-14.3% |
| Participant deferral / active EE | $3,083 | $3,311-6.9% | $5,630-45.2% | $4,274-27.9% |
| Admin fee / account holder | $1,346 | $6,724-80.0% | $16,006-91.6% | $7,775-82.7% |