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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 | $40,415 | $77,574-47.9% | $108,753-62.8% | $86,983-53.5% |
| Participation rate | 83.6% | 62.3%+21.3pp | 71.1%+12.6pp | 69.5%+14.1pp |
| Annual return | 15.27% | 18.42%-3.2pp | 37.47%-22.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,779 | $1,611+10.5% | $2,427-26.7% | $2,584-31.2% |
| Participant deferral / active EE | $3,917 | $3,128+25.2% | $4,115-4.8% | $4,194-6.6% |
| Admin fee / account holder | $371 | $6,529-94.3% | $10,320-96.4% | $7,856-95.3% |