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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 | $39,857 | $80,983-50.8% | $96,544-58.7% | $75,177-47.0% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 15.86% | 27.05%-11.2pp | 25.88%-10.0pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,591 | $2,282-30.3% | $2,966-46.3% | $2,671-40.4% |
| Participant deferral / active EE | $3,174 | $3,929-19.2% | $4,851-34.6% | $4,126-23.1% |
| Admin fee / account holder | $2,261 | $6,717-66.3% | $8,254-72.6% | $5,651-60.0% |