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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 | $41,157 | $93,064-55.8% | $74,577-44.8% | $273,972-85.0% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 4.66% | 26.18%-21.5pp | 20.47%-15.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,662 | $3,160-47.4% | $2,525-34.2% | $4,869-65.9% |
| Participant deferral / active EE | $1,904 | $4,160-54.2% | $3,458-44.9% | $5,287-64.0% |
| Admin fee / account holder | $780 | $5,273-85.2% | $4,138-81.2% | $10,133-92.3% |