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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 | $41,981 | $81,358-48.4% | $155,556-73.0% | $80,959-48.1% |
| Participation rate | 93.6% | 66.3%+27.3pp | 78.2%+15.4pp | 67.7%+25.9pp |
| Annual return | 11.66% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,323 | $3,106-25.2% | $4,675-50.3% | $2,757-15.8% |
| Participant deferral / active EE | $3,775 | $3,455+9.3% | $5,631-33.0% | $4,300-12.2% |
| Admin fee / account holder | $1,811 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |