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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 | $42,150 | $57,590-26.8% | $86,233-51.1% | $82,448-48.9% |
| Participation rate | 85.7% | 57.9%+27.8pp | 69.0%+16.7pp | 68.1%+17.6pp |
| Annual return | 18.65% | 22.41%-3.8pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,793 | $1,655+8.3% | $2,504-28.4% | $2,551-29.7% |
| Participant deferral / active EE | $4,944 | $3,080+60.5% | $4,559+8.5% | $4,139+19.5% |
| Admin fee / account holder | $1,381 | $4,730-70.8% | $8,342-83.4% | $7,234-80.9% |