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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 | $41,263 | $72,492-43.1% | $87,104-52.6% | $72,975-43.5% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $975 | $1,894-48.5% | $2,521-61.3% | $2,440-60.0% |
| Participant deferral / active EE | $4,107 | $3,270+25.6% | $4,048+1.4% | $3,608+13.8% |
| Admin fee / account holder | $1,772 | $5,055-64.9% | $7,491-76.3% | $5,124-65.4% |