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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 | $42,446 | $124,425-65.9% | $112,040-62.1% | $137,256-69.1% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 18.48% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,573 | $3,411-53.9% | $2,954-46.7% | $4,156-62.1% |
| Participant deferral / active EE | $3,870 | $5,718-32.3% | $5,098-24.1% | $6,407-39.6% |
| Admin fee / account holder | $2,693 | $15,207-82.3% | $12,098-77.7% | $12,270-78.1% |