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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 | $41,149 | $46,596-11.7% | $64,099-35.8% | $75,181-45.3% |
| Participation rate | 94.9% | 65.9%+28.9pp | 72.3%+22.6pp | 67.2%+27.7pp |
| Annual return | 12.98% | 26.04%-13.1pp | 33.70%-20.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,095 | $1,975-44.5% | $2,748-60.1% | $2,671-59.0% |
| Participant deferral / active EE | $1,936 | $2,837-31.8% | $3,881-50.1% | $4,126-53.1% |
| Admin fee / account holder | $849 | $2,954-71.3% | $3,070-72.4% | $5,650-85.0% |