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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 | $37,893 | $73,988-48.8% | $96,538-60.7% | $75,177-49.6% |
| Participation rate | 83.6% | 66.4%+17.2pp | 74.3%+9.2pp | 67.2%+16.4pp |
| Annual return | 17.92% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,308 | $2,930-21.2% | $3,740-38.3% | $2,671-13.6% |
| Participant deferral / active EE | $4,700 | $3,660+28.4% | $4,880-3.7% | $4,126+13.9% |
| Admin fee / account holder | $2,695 | $5,220-48.4% | $6,737-60.0% | $5,651-52.3% |