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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 | $40,859 | $77,920-47.6% | $149,723-72.7% | $75,177-45.6% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 17.95% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.8pp |
| Employer contribution / active EE | $447 | $3,138-85.8% | $4,821-90.7% | $2,671-83.3% |
| Participant deferral / active EE | $5,843 | $3,411+71.3% | $5,682+2.8% | $4,126+41.6% |
| Admin fee / account holder | $555 | $5,951-90.7% | $13,215-95.8% | $5,651-90.2% |