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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 | $40,415 | $73,787-45.2% | $98,716-59.1% | $82,448-51.0% |
| Participation rate | 83.6% | 61.4%+22.2pp | 69.3%+14.3pp | 68.1%+15.6pp |
| Annual return | 15.27% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,779 | $1,511+17.7% | $2,279-21.9% | $2,551-30.3% |
| Participant deferral / active EE | $3,917 | $3,081+27.1% | $4,048-3.2% | $4,139-5.4% |
| Admin fee / account holder | $371 | $6,500-94.3% | $8,703-95.7% | $7,234-94.9% |