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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 | $40,981 | $115,903-64.6% | $100,528-59.2% | $158,966-74.2% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 9.32% | 34.80%-25.5pp | 30.90%-21.6pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,873 | $4,105-54.4% | $3,419-45.2% | $4,762-60.7% |
| Participant deferral / active EE | $2,221 | $6,677-66.7% | $6,271-64.6% | $5,983-62.9% |
| Admin fee / account holder | $4,840 | $11,000-56.0% | $8,084-40.1% | $11,250-57.0% |