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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 | $41,681 | $76,371-45.4% | $93,621-55.5% | $72,975-42.9% |
| Participation rate | 85.5% | 71.8%+13.8pp | 75.8%+9.7pp | 69.5%+16.0pp |
| Annual return | 19.82% | 25.82%-6.0pp | 32.76%-12.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,182 | $2,276-48.1% | $2,719-56.5% | $2,440-51.6% |
| Participant deferral / active EE | $3,084 | $3,538-12.9% | $4,070-24.2% | $3,608-14.5% |
| Admin fee / account holder | $10,067 | $6,839+47.2% | $7,890+27.6% | $5,124+96.5% |