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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 | $40,982 | $96,558-57.6% | $80,977-49.4% | $273,972-85.0% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 8.54% | 15.14%-6.6pp | 17.11%-8.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,365 | $4,869-10.4% | $3,715+17.5% | $4,869-10.3% |
| Participant deferral / active EE | $8,987 | $6,598+36.2% | $5,696+57.8% | $5,287+70.0% |
| Admin fee / account holder | $2,307 | $7,493-69.2% | $5,517-58.2% | $10,133-77.2% |