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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 | $40,771 | $77,817-47.6% | $123,553-67.0% | $64,173-36.5% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | 25.55% | 12.49%+13.1pp | 119.21%-93.7pp | 7.63%+17.9pp |
| Employer contribution / active EE | $2,784 | $3,014-7.6% | $4,628-39.8% | $2,381+16.9% |
| Participant deferral / active EE | $5,390 | $5,240+2.9% | $6,426-16.1% | $3,470+55.3% |
| Admin fee / account holder | $464 | $5,519-91.6% | $9,284-95.0% | $4,887-90.5% |