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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 | $41,763 | $67,602-38.2% | $82,312-49.3% | $70,126-40.4% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.9%+15.3pp | 69.5%+22.6pp |
| Annual return | 19.31% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,080 | $1,755-38.5% | $2,428-55.5% | $2,343-53.9% |
| Participant deferral / active EE | $5,217 | $2,987+74.6% | $3,706+40.8% | $3,332+56.6% |
| Admin fee / account holder | $646 | $4,512-85.7% | $5,608-88.5% | $4,645-86.1% |