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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 | $43,879 | $138,312-68.3% | $122,979-64.3% | $155,188-71.7% |
| Participation rate | 90.5% | 80.2%+10.3pp | 77.2%+13.3pp | 80.8%+9.7pp |
| Annual return | 7.09% | 22.06%-15.0pp | 20.12%-13.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $3,224 | $3,530-8.7% | $3,062+5.3% | $4,248-24.1% |
| Participant deferral / active EE | $4,078 | $5,592-27.1% | $5,003-18.5% | $6,531-37.6% |
| Admin fee / account holder | $10,994 | $15,089-27.1% | $12,864-14.5% | $14,480-24.1% |