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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 | $42,508 | $56,054-24.2% | $171,082-75.2% | $62,881-32.4% |
| Participation rate | 82.4% | 62.9%+19.5pp | 76.7%+5.7pp | 69.3%+13.0pp |
| Annual return | 12.13% | 22.52%-10.4pp | 32.56%-20.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $764 | $1,731-55.9% | $4,002-80.9% | $2,281-66.5% |
| Participant deferral / active EE | $3,214 | $3,158+1.8% | $4,797-33.0% | $3,203+0.3% |
| Admin fee / account holder | $5,209 | $3,647+42.8% | $8,520-38.9% | $4,296+21.3% |