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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 | $41,603 | $86,050-51.7% | $189,758-78.1% | $94,015-55.7% |
| Participation rate | 79.2% | 68.9%+10.3pp | 79.8%-0.6pp | 70.8%+8.3pp |
| Annual return | 11.01% | 17.77%-6.8pp | 52.62%-41.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $2,004 | $2,819-28.9% | $4,767-58.0% | $2,790-28.2% |
| Participant deferral / active EE | $3,881 | $3,349+15.9% | $5,856-33.7% | $4,249-8.7% |
| Admin fee / account holder | $1,743 | $6,627-73.7% | $20,388-91.5% | $8,951-80.5% |