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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 | $44,650 | $106,864-58.2% | $147,318-69.7% | $82,637-46.0% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 19.39% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,979 | $3,417-12.8% | $4,593-35.1% | $2,552+16.7% |
| Participant deferral / active EE | $3,752 | $6,496-42.2% | $7,906-52.5% | $4,126-9.1% |
| Admin fee / account holder | $1,338 | $8,415-84.1% | $13,708-90.2% | $7,339-81.8% |