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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 | $41,293 | $106,524-61.2% | $152,301-72.9% | $87,485-52.8% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 16.09% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,949 | $3,371-12.5% | $4,624-36.2% | $2,596+13.6% |
| Participant deferral / active EE | $6,123 | $6,525-6.2% | $8,004-23.5% | $4,274+43.3% |
| Admin fee / account holder | $1,168 | $8,287-85.9% | $14,398-91.9% | $7,775-85.0% |