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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 | $44,350 | $81,504-45.6% | $102,437-56.7% | $80,959-45.2% |
| Participation rate | 72.0% | 66.9%+5.1pp | 74.5%-2.5pp | 67.7%+4.3pp |
| Annual return | 11.40% | 25.60%-14.2pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,037 | $3,104-66.6% | $3,871-73.2% | $2,757-62.4% |
| Participant deferral / active EE | $3,687 | $3,871-4.7% | $5,060-27.1% | $4,300-14.3% |
| Admin fee / account holder | $6,008 | $6,719-10.6% | $8,388-28.4% | $6,925-13.2% |