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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 | $57,242 | $97,550-41.3% | $120,344-52.4% | $87,485-34.6% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.7%+7.7pp | 68.9%+15.5pp |
| Annual return | 11.89% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $4,580 | $2,291+99.9% | $3,020+51.7% | $2,596+76.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,491 | $9,543-0.5% | $12,742-25.5% | $7,775+22.1% |