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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 | $39,992 | $95,453-58.1% | $112,040-64.3% | $82,448-51.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 14.49% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,077 | $2,318-53.5% | $2,954-63.5% | $2,551-57.8% |
| Participant deferral / active EE | $4,555 | $4,224+7.9% | $5,098-10.6% | $4,139+10.1% |
| Admin fee / account holder | $1,158 | $9,013-87.1% | $12,098-90.4% | $7,234-84.0% |