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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 | $40,292 | $81,331-50.5% | $155,534-74.1% | $80,935-50.2% |
| Participation rate | 90.2% | 66.3%+24.0pp | 78.2%+12.0pp | 67.7%+22.6pp |
| Annual return | 11.72% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $2,996 | $3,105-3.5% | $4,675-35.9% | $2,757+8.7% |
| Participant deferral / active EE | $3,440 | $3,454-0.4% | $5,630-38.9% | $4,299-20.0% |
| Admin fee / account holder | $2,288 | $7,999-71.4% | $15,900-85.6% | $6,924-67.0% |