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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 | $41,881 | $54,763-23.5% | $90,324-53.6% | $72,976-42.6% |
| Participation rate | 85.2% | 65.2%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 19.92% | 30.63%-10.7pp | 78.15%-58.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,979 | $2,093-5.4% | $2,856-30.7% | $2,440-18.9% |
| Participant deferral / active EE | $6,409 | $2,887+122.0% | $3,885+65.0% | $3,608+77.7% |
| Admin fee / account holder | $901 | $3,973-77.3% | $5,356-83.2% | $5,124-82.4% |