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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 | $81,504-48.7% | $102,437-59.2% | $80,959-48.4% |
| Participation rate | 88.6% | 66.9%+21.8pp | 74.5%+14.1pp | 67.7%+21.0pp |
| Annual return | 12.04% | 25.60%-13.6pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,510 | $3,104+13.1% | $3,871-9.3% | $2,757+27.3% |
| Participant deferral / active EE | $4,882 | $3,871+26.1% | $5,060-3.5% | $4,300+13.5% |
| Admin fee / account holder | $550 | $6,719-91.8% | $8,388-93.4% | $6,925-92.1% |