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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 | $40,744 | $106,280-61.7% | $96,538-57.8% | $139,487-70.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 33.91% | 38.48%-4.6pp | 35.74%-1.8pp | 373.84%-339.9pp |
| Employer contribution / active EE | $1,327 | $4,107-67.7% | $3,740-64.5% | $4,755-72.1% |
| Participant deferral / active EE | $7,309 | $5,457+33.9% | $4,880+49.8% | $6,713+8.9% |
| Admin fee / account holder | $1,515 | $7,888-80.8% | $6,737-77.5% | $11,407-86.7% |