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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 | $41,900 | $77,472-45.9% | $100,415-58.3% | $80,959-48.2% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.5%+9.0pp | 67.7%+22.8pp |
| Annual return | 22.88% | 37.26%-14.4pp | 49.47%-26.6pp | 35.67%-12.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,962 | $6,818+60.8% | $8,091+35.5% | $4,300+154.9% |
| Admin fee / account holder | $7,462 | $5,885+26.8% | $7,906-5.6% | $6,925+7.7% |