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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 | $40,353 | $73,978-45.5% | $96,515-58.2% | $75,173-46.3% |
| Participation rate | 81.0% | 66.4%+14.5pp | 74.3%+6.6pp | 67.2%+13.7pp |
| Annual return | 15.98% | 26.72%-10.7pp | 35.73%-19.8pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,297 | $2,931-21.6% | $3,740-38.6% | $2,671-14.0% |
| Participant deferral / active EE | $1,939 | $3,660-47.0% | $4,880-60.3% | $4,126-53.0% |
| Admin fee / account holder | $1,075 | $5,219-79.4% | $6,735-84.0% | $5,651-81.0% |