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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 | $40,833 | $107,421-62.0% | $182,262-77.6% | $94,015-56.6% |
| Participation rate | 91.9% | 77.8%+14.1pp | 84.2%+7.7pp | 70.8%+21.1pp |
| Annual return | 20.16% | 21.32%-1.2pp | 140.60%-120.4pp | 17.84%+2.3pp |
| Employer contribution / active EE | $2,807 | $3,448-18.6% | $5,046-44.4% | $2,790+0.6% |
| Participant deferral / active EE | $6,924 | $6,558+5.6% | $8,276-16.3% | $4,249+62.9% |
| Admin fee / account holder | $2,681 | $8,692-69.2% | $16,712-84.0% | $8,951-70.0% |