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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 | $41,825 | $78,027-46.4% | $178,528-76.6% | $80,925-48.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.7%+22.3pp |
| Annual return | 10.75% | 18.09%-7.3pp | 27.11%-16.4pp | 35.65%-24.9pp |
| Employer contribution / active EE | $4,167 | $2,281+82.6% | $3,950+5.5% | $2,756+51.2% |
| Participant deferral / active EE | $2,432 | $4,408-44.8% | $6,278-61.3% | $4,299-43.4% |
| Admin fee / account holder | $418 | $7,168-94.2% | $10,419-96.0% | $6,940-94.0% |