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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 | $40,425 | $69,137-41.5% | $182,153-77.8% | $94,015-57.0% |
| Participation rate | 88.7% | 59.6%+29.1pp | 65.7%+23.0pp | 70.8%+17.9pp |
| Annual return | 15.68% | 21.34%-5.7pp | 35.04%-19.4pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,884 | $2,152-12.5% | $2,593-27.4% | $2,790-32.5% |
| Participant deferral / active EE | $13,857 | $2,665+420.0% | $3,776+267.0% | $4,249+226.1% |
| Admin fee / account holder | $2,769 | $11,615-76.2% | $9,477-70.8% | $8,951-69.1% |