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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 | $42,083 | $72,273-41.8% | $101,275-58.4% | $79,856-47.3% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 15.18% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,481 | $2,691-45.0% | $3,660-59.5% | $2,471-40.1% |
| Participant deferral / active EE | $4,094 | $3,282+24.8% | $4,371-6.3% | $3,741+9.5% |
| Admin fee / account holder | $3,004 | $4,401-31.7% | $5,948-49.5% | $5,306-43.4% |