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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 | $41,151 | $115,931-64.5% | $185,441-77.8% | $86,983-52.7% |
| Participation rate | 77.4% | 73.6%+3.8pp | 80.3%-2.8pp | 69.5%+7.9pp |
| Annual return | 12.79% | 21.47%-8.7pp | 20.16%-7.4pp | 25.83%-13.0pp |
| Employer contribution / active EE | $2,240 | $2,937-23.7% | $4,672-52.1% | $2,584-13.3% |
| Participant deferral / active EE | $3,705 | $4,551-18.6% | $6,152-39.8% | $4,194-11.7% |
| Admin fee / account holder | $4,368 | $10,687-59.1% | $17,890-75.6% | $7,856-44.4% |