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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 | $40,429 | $80,992-50.1% | $96,534-58.1% | $75,173-46.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 16.08% | 27.05%-11.0pp | 25.88%-9.8pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,496 | $2,283-34.5% | $2,965-49.6% | $2,671-44.0% |
| Participant deferral / active EE | $1,836 | $3,929-53.3% | $4,851-62.1% | $4,126-55.5% |
| Admin fee / account holder | $3,917 | $6,717-41.7% | $8,253-52.5% | $5,651-30.7% |