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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 | $95,404-58.1% | $113,397-64.7% | $82,637-51.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 14.49% | 19.08%-4.6pp | 23.20%-8.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,077 | $2,307-53.3% | $2,977-63.8% | $2,552-57.8% |
| Participant deferral / active EE | $4,555 | $4,220+8.0% | $5,076-10.3% | $4,126+10.4% |
| Admin fee / account holder | $1,158 | $9,168-87.4% | $11,957-90.3% | $7,339-84.2% |