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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 | $43,638 | $57,590-24.2% | $86,233-49.4% | $82,448-47.1% |
| Participation rate | 87.2% | 57.9%+29.4pp | 69.0%+18.2pp | 68.1%+19.2pp |
| Annual return | 15.76% | 22.41%-6.7pp | 61.39%-45.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,232 | $1,655+34.8% | $2,504-10.9% | $2,551-12.5% |
| Participant deferral / active EE | $2,840 | $3,080-7.8% | $4,559-37.7% | $4,139-31.4% |
| Admin fee / account holder | $762 | $4,730-83.9% | $8,342-90.9% | $7,234-89.5% |