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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 | $40,620 | $93,617-56.6% | $135,982-70.1% | $75,177-46.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 21.26% | 30.89%-9.6pp | 68.32%-47.1pp | 160.75%-139.5pp |
| Employer contribution / active EE | $2,353 | $3,538-33.5% | $4,859-51.6% | $2,671-11.9% |
| Participant deferral / active EE | $3,617 | $6,406-43.5% | $7,760-53.4% | $4,126-12.3% |
| Admin fee / account holder | $740 | $6,980-89.4% | $10,767-93.1% | $5,651-86.9% |