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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 | $40,895 | $90,486-54.8% | $78,676-48.0% | $273,972-85.1% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.82% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,698 | $3,175-46.5% | $2,850-40.4% | $4,869-65.1% |
| Participant deferral / active EE | $4,066 | $3,901+4.2% | $3,517+15.6% | $5,287-23.1% |
| Admin fee / account holder | $397 | $5,263-92.5% | $4,510-91.2% | $10,133-96.1% |