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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 | $43,833 | $93,346-53.0% | $71,796-38.9% | $273,972-84.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 7.92% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,453 | $2,733-46.8% | $1,924-24.5% | $4,869-70.2% |
| Participant deferral / active EE | $3,804 | $3,475+9.5% | $2,794+36.1% | $5,287-28.0% |
| Admin fee / account holder | $889 | $6,571-86.5% | $4,815-81.5% | $10,133-91.2% |