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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 | $44,541 | $86,940-48.8% | $102,434-56.5% | $80,935-45.0% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.7%+9.8pp |
| Annual return | 10.76% | 18.89%-8.1pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $3,862 | $2,370+63.0% | $3,023+27.7% | $2,757+40.1% |
| Participant deferral / active EE | $3,773 | $4,121-8.5% | $5,055-25.4% | $4,299-12.3% |
| Admin fee / account holder | $769 | $8,047-90.4% | $9,462-91.9% | $6,924-88.9% |