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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 | $40,890 | $73,988-44.7% | $96,538-57.6% | $75,177-45.6% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 21.78% | 26.73%-5.0pp | 35.74%-14.0pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,542 | $2,930-47.4% | $3,740-58.8% | $2,671-42.3% |
| Participant deferral / active EE | $4,050 | $3,660+10.6% | $4,880-17.0% | $4,126-1.9% |
| Admin fee / account holder | $647 | $5,220-87.6% | $6,737-90.4% | $5,651-88.6% |