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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 | $44,674 | $81,504-45.2% | $102,437-56.4% | $80,959-44.8% |
| Participation rate | 79.3% | 66.9%+12.5pp | 74.5%+4.8pp | 67.7%+11.6pp |
| Annual return | 11.55% | 25.60%-14.0pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,515 | $3,104-19.0% | $3,871-35.0% | $2,757-8.8% |
| Participant deferral / active EE | $3,638 | $3,871-6.0% | $5,060-28.1% | $4,300-15.4% |
| Admin fee / account holder | $7,614 | $6,719+13.3% | $8,388-9.2% | $6,925+9.9% |