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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 | $41,385 | $83,485-50.4% | $125,192-66.9% | $72,975-43.3% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.5%+7.8pp |
| Annual return | 24.97% | 25.77%-0.8pp | 43.79%-18.8pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,101 | $2,346-53.1% | $3,866-71.5% | $2,440-54.9% |
| Participant deferral / active EE | $2,078 | $3,586-42.1% | $4,937-57.9% | $3,608-42.4% |
| Admin fee / account holder | $1,623 | $5,518-70.6% | $9,704-83.3% | $5,124-68.3% |