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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 | $42,054 | $86,050-51.1% | $189,758-77.8% | $94,015-55.3% |
| Participation rate | 78.7% | 68.9%+9.8pp | 79.8%-1.1pp | 70.8%+7.9pp |
| Annual return | 14.66% | 17.77%-3.1pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,996 | $2,819-29.2% | $4,767-58.1% | $2,790-28.5% |
| Participant deferral / active EE | $4,321 | $3,349+29.0% | $5,856-26.2% | $4,249+1.7% |
| Admin fee / account holder | $1,356 | $6,627-79.5% | $20,388-93.3% | $8,951-84.8% |