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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 | $40,891 | $81,504-49.8% | $102,437-60.1% | $80,959-49.5% |
| Participation rate | 82.8% | 66.9%+15.9pp | 74.5%+8.3pp | 67.7%+15.1pp |
| Annual return | 11.37% | 25.60%-14.2pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,463 | $3,104-20.7% | $3,871-36.4% | $2,757-10.7% |
| Participant deferral / active EE | $3,386 | $3,871-12.5% | $5,060-33.1% | $4,300-21.3% |
| Admin fee / account holder | $20,927 | $6,719+211.4% | $8,388+149.5% | $6,925+202.2% |