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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 | $41,869 | $45,050-7.1% | $63,018-33.6% | $70,126-40.3% |
| Participation rate | 87.7% | 69.5%+18.2pp | 74.8%+12.9pp | 69.5%+18.1pp |
| Annual return | 14.90% | 18.76%-3.9pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,435 | $2,052+18.7% | $2,761-11.8% | $2,343+3.9% |
| Participant deferral / active EE | $4,077 | $2,466+65.4% | $3,330+22.5% | $3,332+22.4% |
| Admin fee / account holder | $6,275 | $2,834+121.4% | $3,601+74.3% | $4,645+35.1% |