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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 | $43,837 | $56,287-22.1% | $80,977-45.9% | $62,881-30.3% |
| Participation rate | 70.6% | 68.9%+1.6pp | 75.8%-5.2pp | 69.3%+1.3pp |
| Annual return | 8.02% | 22.13%-14.1pp | 17.11%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $426 | $1,943-78.1% | $3,715-88.5% | $2,281-81.3% |
| Participant deferral / active EE | $5,325 | $4,196+26.9% | $5,696-6.5% | $3,203+66.3% |
| Admin fee / account holder | $5,079 | $3,742+35.7% | $5,517-7.9% | $4,296+18.2% |