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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 | $41,282 | $78,690-47.5% | $161,489-74.4% | $87,485-52.8% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 21.22% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.8pp |
| Employer contribution / active EE | $1,273 | $2,588-50.8% | $4,268-70.2% | $2,596-51.0% |
| Participant deferral / active EE | $4,913 | $3,311+48.4% | $5,630-12.7% | $4,274+15.0% |
| Admin fee / account holder | $470 | $6,724-93.0% | $16,006-97.1% | $7,775-94.0% |