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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 | $40,789 | $67,602-39.7% | $82,312-50.4% | $70,126-41.8% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.3pp |
| Annual return | 13.88% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,698 | $1,755-3.2% | $2,428-30.1% | $2,343-27.5% |
| Participant deferral / active EE | $1,419 | $2,987-52.5% | $3,706-61.7% | $3,332-57.4% |
| Admin fee / account holder | $815 | $4,512-81.9% | $5,608-85.5% | $4,645-82.5% |