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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 | $40,068 | $107,421-62.7% | $182,262-78.0% | $94,015-57.4% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 14.47% | 21.32%-6.8pp | 140.60%-126.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $2,726 | $3,448-20.9% | $5,046-46.0% | $2,790-2.3% |
| Participant deferral / active EE | $3,804 | $6,558-42.0% | $8,276-54.0% | $4,249-10.5% |
| Admin fee / account holder | $1,832 | $8,692-78.9% | $16,712-89.0% | $8,951-79.5% |