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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 | $41,793 | $72,269-42.2% | $101,271-58.7% | $79,852-47.7% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 14.33% | 22.29%-8.0pp | 46.48%-32.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,959 | $2,692+9.9% | $3,660-19.1% | $2,471+19.8% |
| Participant deferral / active EE | $1,823 | $3,282-44.4% | $4,371-58.3% | $3,740-51.3% |
| Admin fee / account holder | $733 | $4,401-83.3% | $5,948-87.7% | $5,306-86.2% |