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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 | $43,279 | $73,978-41.5% | $96,515-55.2% | $75,173-42.4% |
| Participation rate | 87.7% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.5pp |
| Annual return | 15.00% | 26.72%-11.7pp | 35.73%-20.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,292 | $2,931-55.9% | $3,740-65.5% | $2,671-51.6% |
| Participant deferral / active EE | $3,492 | $3,660-4.6% | $4,880-28.4% | $4,126-15.4% |
| Admin fee / account holder | $5,164 | $5,219-1.0% | $6,735-23.3% | $5,651-8.6% |