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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 | $41,843 | $110,240-62.0% | $96,544-56.7% | $139,487-70.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 11.43% | 26.41%-15.0pp | 25.88%-14.5pp | 373.84%-362.4pp |
| Employer contribution / active EE | $2,476 | $3,622-31.7% | $2,966-16.5% | $4,755-47.9% |
| Participant deferral / active EE | $5,966 | $5,549+7.5% | $4,851+23.0% | $6,713-11.1% |
| Admin fee / account holder | $6,414 | $11,602-44.7% | $8,254-22.3% | $11,407-43.8% |