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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 | $41,280 | $93,064-55.6% | $74,577-44.6% | $273,972-84.9% |
| Participation rate | 95.8% | 74.9%+20.9pp | 68.1%+27.7pp | 83.0%+12.8pp |
| Annual return | 7.85% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,951 | $3,160-6.6% | $2,525+16.9% | $4,869-39.4% |
| Participant deferral / active EE | $3,389 | $4,160-18.5% | $3,458-2.0% | $5,287-35.9% |
| Admin fee / account holder | $469 | $5,273-91.1% | $4,138-88.7% | $10,133-95.4% |