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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 | $40,025 | $88,707-54.9% | $74,184-46.0% | $273,972-85.4% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 4.75% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,631 | $3,159-16.7% | $2,370+11.0% | $4,869-46.0% |
| Participant deferral / active EE | $3,951 | $4,212-6.2% | $3,550+11.3% | $5,287-25.3% |
| Admin fee / account holder | $8,724 | $8,717+0.1% | $5,586+56.2% | $10,133-13.9% |