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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 | $44,974 | $94,031-52.2% | $115,768-61.2% | $82,448-45.5% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.4%+11.8pp | 68.1%+18.1pp |
| Annual return | 13.78% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,298 | $2,323-44.1% | $2,940-55.8% | $2,551-49.1% |
| Participant deferral / active EE | $4,987 | $3,972+25.6% | $4,917+1.4% | $4,139+20.5% |
| Admin fee / account holder | $7,973 | $10,249-22.2% | $12,439-35.9% | $7,234+10.2% |