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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 | $106,749-61.6% | $145,433-71.8% | $82,448-50.3% |
| Participation rate | 79.4% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.3pp |
| Annual return | 15.78% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,430 | $3,444-58.5% | $4,554-68.6% | $2,551-44.0% |
| Participant deferral / active EE | $3,563 | $6,519-45.3% | $7,897-54.9% | $4,139-13.9% |
| Admin fee / account holder | $1,215 | $8,390-85.5% | $13,129-90.7% | $7,234-83.2% |