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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 | $38,920 | $58,512-33.5% | $84,020-53.7% | $72,983-46.7% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 17.87% | 28.93%-11.1pp | 71.31%-53.4pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,917 | $1,163+64.8% | $1,984-3.3% | $2,440-21.4% |
| Participant deferral / active EE | $4,369 | $2,394+82.5% | $3,239+34.9% | $3,608+21.1% |
| Admin fee / account holder | $6,335 | $4,569+38.7% | $6,101+3.8% | $5,124+23.6% |