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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 | $81,233-48.3% | $155,567-73.0% | $80,874-48.1% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 11.66% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,323 | $3,101-25.1% | $4,674-50.3% | $2,756-15.7% |
| Participant deferral / active EE | $3,775 | $3,452+9.4% | $5,628-32.9% | $4,297-12.1% |
| Admin fee / account holder | $1,811 | $7,998-77.4% | $15,916-88.6% | $6,935-73.9% |