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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 | $39,767 | $114,712-65.3% | $173,730-77.1% | $87,485-54.5% |
| Participation rate | 72.0% | 73.0%-1.0pp | 79.6%-7.6pp | 68.9%+3.1pp |
| Annual return | 22.26% | 20.18%+2.1pp | 19.96%+2.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $4,308 | $2,904+48.4% | $4,577-5.9% | $2,596+66.0% |
| Participant deferral / active EE | $6,278 | $4,642+35.3% | $6,326-0.8% | $4,274+46.9% |
| Admin fee / account holder | $2,543 | $10,210-75.1% | $17,523-85.5% | $7,775-67.3% |