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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 | $40,940 | $106,864-61.7% | $147,318-72.2% | $82,637-50.5% |
| Participation rate | 79.4% | 75.5%+3.9pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 15.78% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,430 | $3,417-58.2% | $4,593-68.9% | $2,552-44.0% |
| Participant deferral / active EE | $3,563 | $6,496-45.2% | $7,906-54.9% | $4,126-13.7% |
| Admin fee / account holder | $1,215 | $8,415-85.6% | $13,708-91.1% | $7,339-83.4% |