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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 | $41,758 | $57,119-26.9% | $85,187-51.0% | $80,935-48.4% |
| Participation rate | 78.0% | 56.4%+21.6pp | 67.5%+10.5pp | 67.7%+10.4pp |
| Annual return | 12.09% | 21.70%-9.6pp | 66.67%-54.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $979 | $1,802-45.6% | $2,732-64.2% | $2,757-64.5% |
| Participant deferral / active EE | $6,910 | $3,115+121.8% | $4,525+52.7% | $4,299+60.7% |
| Admin fee / account holder | $5,548 | $4,990+11.2% | $6,162-10.0% | $6,924-19.9% |