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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 | $43,070 | $56,894-24.3% | $84,753-49.2% | $62,881-31.5% |
| Participation rate | 74.3% | 68.5%+5.7pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 11.26% | 6.30%+5.0pp | 22.78%-11.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,592 | $2,400+8.0% | $3,574-27.5% | $2,281+13.6% |
| Participant deferral / active EE | $4,249 | $2,709+56.8% | $3,712+14.5% | $3,203+32.6% |
| Admin fee / account holder | $1,035 | $3,581-71.1% | $5,333-80.6% | $4,296-75.9% |