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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 | $44,263 | $81,476-45.7% | $102,383-56.8% | $80,925-45.3% |
| Participation rate | 85.3% | 66.8%+18.4pp | 74.5%+10.8pp | 67.7%+17.6pp |
| Annual return | 11.38% | 25.59%-14.2pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,405 | $3,105-54.7% | $3,870-63.7% | $2,756-49.0% |
| Participant deferral / active EE | $4,684 | $3,871+21.0% | $5,060-7.4% | $4,299+9.0% |
| Admin fee / account holder | $2,606 | $6,717-61.2% | $8,391-68.9% | $6,940-62.5% |