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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 | $40,169 | $76,551-47.5% | $123,894-67.6% | $62,881-36.1% |
| Participation rate | 80.5% | 73.0%+7.5pp | 81.4%-0.9pp | 69.3%+11.2pp |
| Annual return | 9.18% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,640 | $2,882-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $3,749 | $4,840-22.5% | $5,984-37.3% | $3,203+17.1% |
| Admin fee / account holder | $527 | $4,826-89.1% | $8,357-93.7% | $4,296-87.7% |