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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 | $44,448 | $96,731-54.0% | $123,973-64.1% | $86,983-48.9% |
| Participation rate | 96.0% | 70.0%+26.0pp | 76.7%+19.3pp | 69.5%+26.5pp |
| Annual return | 13.74% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,887 | $3,297-12.4% | $4,126-30.0% | $2,584+11.7% |
| Participant deferral / active EE | $4,804 | $4,152+15.7% | $5,247-8.4% | $4,194+14.5% |
| Admin fee / account holder | $8,272 | $8,722-5.2% | $11,799-29.9% | $7,856+5.3% |