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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 | $41,145 | $48,314-14.8% | $67,561-39.1% | $80,925-49.2% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 13.73% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,341 | $2,022-33.7% | $2,735-51.0% | $2,756-51.4% |
| Participant deferral / active EE | $3,292 | $2,927+12.5% | $4,003-17.8% | $4,299-23.4% |
| Admin fee / account holder | $683 | $3,690-81.5% | $4,006-83.0% | $6,940-90.2% |