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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 | $44,761 | $77,962-42.6% | $178,540-74.9% | $80,935-44.7% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.7%+18.1pp |
| Annual return | 13.28% | 18.10%-4.8pp | 27.15%-13.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,411 | $2,280+49.6% | $3,953-13.7% | $2,757+23.7% |
| Participant deferral / active EE | $7,513 | $4,404+70.6% | $6,281+19.6% | $4,299+74.7% |
| Admin fee / account holder | $4,659 | $7,156-34.9% | $10,424-55.3% | $6,924-32.7% |