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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 | $41,293 | $99,875-58.7% | $146,866-71.9% | $86,983-52.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 16.09% | 28.10%-12.0pp | 102.85%-86.8pp | 25.83%-9.7pp |
| Employer contribution / active EE | $2,949 | $3,224-8.5% | $4,425-33.3% | $2,584+14.1% |
| Participant deferral / active EE | $6,123 | $6,322-3.2% | $7,759-21.1% | $4,194+46.0% |
| Admin fee / account holder | $1,168 | $7,838-85.1% | $13,620-91.4% | $7,856-85.1% |