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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 | $123,155-66.2% | $108,753-61.8% | $155,188-73.2% |
| Participation rate | 76.9% | 75.6%+1.3pp | 71.1%+5.8pp | 80.8%-3.9pp |
| Annual return | 18.56% | 44.73%-26.2pp | 37.47%-18.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $458 | $2,811-83.7% | $2,427-81.1% | $4,248-89.2% |
| Participant deferral / active EE | $4,147 | $4,623-10.3% | $4,115+0.8% | $6,531-36.5% |
| Admin fee / account holder | $440 | $12,126-96.4% | $10,320-95.7% | $14,480-97.0% |