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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 | $41,661 | $70,475-40.9% | $100,530-58.6% | $79,858-47.8% |
| Participation rate | 87.0% | 73.7%+13.3pp | 79.4%+7.5pp | 69.6%+17.3pp |
| Annual return | 38.01% | 21.90%+16.1pp | 30.89%+7.1pp | 31.72%+6.3pp |
| Employer contribution / active EE | $858 | $2,165-60.4% | $3,418-74.9% | $2,471-65.3% |
| Participant deferral / active EE | $4,941 | $5,181-4.6% | $6,271-21.2% | $3,740+32.1% |
| Admin fee / account holder | $2,233 | $4,478-50.1% | $8,083-72.4% | $5,306-57.9% |