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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 | $41,808 | $80,983-48.4% | $96,544-56.7% | $75,177-44.4% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 14.08% | 27.05%-13.0pp | 25.88%-11.8pp | 160.75%-146.7pp |
| Employer contribution / active EE | $2,381 | $2,282+4.3% | $2,966-19.7% | $2,671-10.9% |
| Participant deferral / active EE | $4,216 | $3,929+7.3% | $4,851-13.1% | $4,126+2.2% |
| Admin fee / account holder | $2,333 | $6,717-65.3% | $8,254-71.7% | $5,651-58.7% |