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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 | $40,621 | $114,712-64.6% | $173,730-76.6% | $87,485-53.6% |
| Participation rate | 95.8% | 73.0%+22.8pp | 79.6%+16.2pp | 68.9%+26.8pp |
| Annual return | 15.43% | 20.18%-4.8pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $858 | $2,904-70.5% | $4,577-81.3% | $2,596-67.0% |
| Participant deferral / active EE | $3,361 | $4,642-27.6% | $6,326-46.9% | $4,274-21.3% |
| Admin fee / account holder | $1,452 | $10,210-85.8% | $17,523-91.7% | $7,775-81.3% |