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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 | $41,774 | $81,446-48.7% | $103,374-59.6% | $80,874-48.3% |
| Participation rate | 88.6% | 66.9%+21.8pp | 74.5%+14.1pp | 67.6%+21.0pp |
| Annual return | 12.04% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,510 | $3,107+13.0% | $3,869-9.3% | $2,756+27.4% |
| Participant deferral / active EE | $4,882 | $3,870+26.1% | $5,058-3.5% | $4,297+13.6% |
| Admin fee / account holder | $550 | $6,715-91.8% | $8,394-93.4% | $6,935-92.1% |