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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 | $41,591 | $112,729-63.1% | $98,716-57.9% | $137,256-69.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 18.56% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $458 | $2,725-83.2% | $2,279-79.9% | $4,156-89.0% |
| Participant deferral / active EE | $4,147 | $4,640-10.6% | $4,048+2.5% | $6,407-35.3% |
| Admin fee / account holder | $440 | $10,129-95.7% | $8,703-94.9% | $12,270-96.4% |