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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 | $48,337-14.9% | $67,560-39.1% | $80,959-49.2% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 13.73% | 18.26%-4.5pp | 3533.50%-3519.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,341 | $2,023-33.7% | $2,737-51.0% | $2,757-51.4% |
| Participant deferral / active EE | $3,292 | $2,928+12.4% | $4,004-17.8% | $4,300-23.4% |
| Admin fee / account holder | $683 | $3,695-81.5% | $3,994-82.9% | $6,925-90.1% |