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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 | $40,853 | $81,476-49.9% | $102,383-60.1% | $80,925-49.5% |
| Participation rate | 74.4% | 66.8%+7.5pp | 74.5%-0.2pp | 67.7%+6.7pp |
| Annual return | 15.95% | 25.59%-9.6pp | 24.94%-9.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,857 | $3,105-40.2% | $3,870-52.0% | $2,756-32.6% |
| Participant deferral / active EE | $4,785 | $3,871+23.6% | $5,060-5.4% | $4,299+11.3% |
| Admin fee / account holder | $328 | $6,717-95.1% | $8,391-96.1% | $6,940-95.3% |