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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 | $77,574-43.5% | $108,753-59.7% | $86,983-49.6% |
| Participation rate | 76.9% | 62.3%+14.6pp | 71.1%+5.8pp | 69.5%+7.4pp |
| Annual return | 17.72% | 18.42%-0.7pp | 37.47%-19.7pp | 25.83%-8.1pp |
| Employer contribution / active EE | $4,057 | $1,611+151.9% | $2,427+67.2% | $2,584+57.0% |
| Participant deferral / active EE | $3,882 | $3,128+24.1% | $4,115-5.7% | $4,194-7.4% |
| Admin fee / account holder | $954 | $6,529-85.4% | $10,320-90.8% | $7,856-87.9% |