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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 | $38,243 | $86,919-56.0% | $102,457-62.7% | $80,911-52.7% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 11.55% | 18.90%-7.3pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $2,149 | $2,368-9.3% | $3,022-28.9% | $2,756-22.0% |
| Participant deferral / active EE | $5,817 | $4,119+41.2% | $5,054+15.1% | $4,297+35.4% |
| Admin fee / account holder | $5,817 | $8,049-27.7% | $9,451-38.5% | $6,935-16.1% |