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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 | $40,929 | $76,551-46.5% | $123,894-67.0% | $62,881-34.9% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 11.72% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,042 | $2,882-29.2% | $4,617-55.8% | $2,281-10.5% |
| Participant deferral / active EE | $5,233 | $4,840+8.1% | $5,984-12.6% | $3,203+63.4% |
| Admin fee / account holder | $2,116 | $4,826-56.2% | $8,357-74.7% | $4,296-50.8% |