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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 | $81,446-45.5% | $103,374-57.1% | $80,874-45.2% |
| Participation rate | 72.0% | 66.9%+5.1pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 11.40% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,037 | $3,107-66.6% | $3,869-73.2% | $2,756-62.4% |
| Participant deferral / active EE | $3,687 | $3,870-4.7% | $5,058-27.1% | $4,297-14.2% |
| Admin fee / account holder | $6,008 | $6,715-10.5% | $8,394-28.4% | $6,935-13.4% |