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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 | $40,485 | $56,894-28.8% | $84,753-52.2% | $62,881-35.6% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.6%+15.1pp | 69.3%+22.4pp |
| Annual return | 5.17% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $468 | $2,400-80.5% | $3,574-86.9% | $2,281-79.5% |
| Participant deferral / active EE | $4,582 | $2,709+69.1% | $3,712+23.4% | $3,203+43.0% |
| Admin fee / account holder | $1,796 | $3,581-49.8% | $5,333-66.3% | $4,296-58.2% |