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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 | $40,374 | $58,851-31.4% | $115,170-64.9% | $72,975-44.7% |
| Participation rate | 81.0% | 65.5%+15.4pp | 75.9%+5.0pp | 69.5%+11.5pp |
| Annual return | 22.44% | 23.16%-0.7pp | 35.60%-13.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,798 | $1,7980% | $3,179-43.4% | $2,440-26.3% |
| Participant deferral / active EE | $3,252 | $2,643+23.0% | $4,169-22.0% | $3,608-9.9% |
| Admin fee / account holder | $587 | $6,370-90.8% | $7,089-91.7% | $5,124-88.5% |