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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 | $63,949-34.1% | $129,031-67.3% | $94,015-55.2% |
| Participation rate | 85.7% | 63.4%+22.3pp | 73.4%+12.4pp | 70.8%+14.9pp |
| Annual return | 18.65% | 17.56%+1.1pp | 34.67%-16.0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,793 | $1,865-3.9% | $3,226-44.4% | $2,790-35.7% |
| Participant deferral / active EE | $4,944 | $3,686+34.1% | $5,217-5.2% | $4,249+16.4% |
| Admin fee / account holder | $1,381 | $5,523-75.0% | $13,208-89.5% | $8,951-84.6% |