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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 | $40,536 | $60,349-32.8% | $74,184-45.4% | $62,881-35.5% |
| Participation rate | 77.8% | 72.7%+5.0pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 9.90% | 21.38%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,674 | $1,680+59.1% | $2,370+12.8% | $2,281+17.2% |
| Participant deferral / active EE | $5,805 | $2,856+103.2% | $3,550+63.5% | $3,203+81.2% |
| Admin fee / account holder | $1,229 | $4,261-71.2% | $5,586-78.0% | $4,296-71.4% |