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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 | $41,741 | $91,559-54.4% | $133,978-68.8% | $79,856-47.7% |
| Participation rate | 94.3% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 17.06% | 61.85%-44.8pp | 45.10%-28.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,729 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $4,319 | $3,734+15.7% | $5,047-14.4% | $3,741+15.5% |
| Admin fee / account holder | $1,720 | $6,321-72.8% | $8,930-80.7% | $5,306-67.6% |