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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 | $41,856 | $48,053-12.9% | $84,628-50.5% | $72,975-42.6% |
| Participation rate | 90.7% | 57.6%+33.2pp | 68.2%+22.5pp | 69.5%+21.3pp |
| Annual return | 20.42% | 37.39%-17.0pp | 258.80%-238.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $773 | $1,602-51.7% | $2,653-70.9% | $2,440-68.3% |
| Participant deferral / active EE | $3,290 | $2,681+22.7% | $3,900-15.6% | $3,608-8.8% |
| Admin fee / account holder | $1,364 | $3,395-59.8% | $4,914-72.2% | $5,124-73.4% |