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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 | $43,837 | $76,834-42.9% | $108,359-59.5% | $87,485-49.9% |
| Participation rate | 76.9% | 61.7%+15.2pp | 70.1%+6.8pp | 68.9%+8.0pp |
| Annual return | 17.72% | 19.09%-1.4pp | 36.89%-19.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $4,057 | $1,556+160.6% | $2,399+69.1% | $2,596+56.3% |
| Participant deferral / active EE | $3,882 | $3,100+25.2% | $4,137-6.2% | $4,274-9.2% |
| Admin fee / account holder | $954 | $6,537-85.4% | $9,741-90.2% | $7,775-87.7% |