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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 | $41,536 | $94,031-55.8% | $115,768-64.1% | $82,448-49.6% |
| Participation rate | 90.1% | 70.4%+19.7pp | 74.4%+15.7pp | 68.1%+22.1pp |
| Annual return | 17.58% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,956 | $2,323-15.8% | $2,940-33.5% | $2,551-23.3% |
| Participant deferral / active EE | $3,289 | $3,972-17.2% | $4,917-33.1% | $4,139-20.5% |
| Admin fee / account holder | $1,691 | $10,249-83.5% | $12,439-86.4% | $7,234-76.6% |