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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 | $43,007 | $39,132+9.9% | $57,196-24.8% | $62,881-31.6% |
| Participation rate | 84.1% | 70.5%+13.7pp | 75.3%+8.8pp | 69.3%+14.8pp |
| Annual return | 6.16% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,340 | $1,874-28.5% | $2,683-50.0% | $2,281-41.2% |
| Participant deferral / active EE | $4,207 | $2,374+77.2% | $3,096+35.9% | $3,203+31.4% |
| Admin fee / account holder | $7,241 | $2,594+179.1% | $3,141+130.5% | $4,296+68.6% |