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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 | $47,488 | $81,262-41.6% | $155,602-69.5% | $80,911-41.3% |
| Participation rate | 78.0% | 66.2%+11.8pp | 78.2%-0.2pp | 67.6%+10.4pp |
| Annual return | 10.94% | 33.34%-22.4pp | 64.81%-53.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,309 | $3,102-57.8% | $4,675-72.0% | $2,756-52.5% |
| Participant deferral / active EE | $4,260 | $3,451+23.4% | $5,629-24.3% | $4,297-0.9% |
| Admin fee / account holder | $9,593 | $7,992+20.0% | $15,923-39.8% | $6,935+38.3% |