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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 | $40,636 | $45,041-9.8% | $63,003-35.5% | $70,131-42.1% |
| Participation rate | 89.4% | 69.5%+19.8pp | 74.8%+14.6pp | 69.5%+19.8pp |
| Annual return | 16.03% | 18.76%-2.7pp | 87.59%-71.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $912 | $2,052-55.6% | $2,760-67.0% | $2,342-61.1% |
| Participant deferral / active EE | $1,873 | $2,465-24.0% | $3,329-43.7% | $3,332-43.8% |
| Admin fee / account holder | $5,112 | $2,836+80.3% | $3,600+42.0% | $4,645+10.0% |