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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 | $40,875 | $106,749-61.7% | $145,433-71.9% | $82,448-50.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 17.65% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,565 | $3,444-54.6% | $4,554-65.6% | $2,551-38.7% |
| Participant deferral / active EE | $4,588 | $6,519-29.6% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $726 | $8,390-91.3% | $13,129-94.5% | $7,234-90.0% |