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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 | $40,742 | $86,050-52.7% | $189,758-78.5% | $94,015-56.7% |
| Participation rate | 75.0% | 68.9%+6.1pp | 79.8%-4.8pp | 70.8%+4.2pp |
| Annual return | 12.57% | 17.77%-5.2pp | 52.62%-40.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $1,372 | $2,819-51.3% | $4,767-71.2% | $2,790-50.8% |
| Participant deferral / active EE | $3,934 | $3,349+17.5% | $5,856-32.8% | $4,249-7.4% |
| Admin fee / account holder | $7,430 | $6,627+12.1% | $20,388-63.6% | $8,951-17.0% |