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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 | $40,761 | $75,807-46.2% | $116,096-64.9% | $86,983-53.1% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.3%+15.6pp | 69.5%+19.3pp |
| Annual return | 19.92% | 18.57%+1.4pp | 326.25%-306.3pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,033 | $1,892+7.4% | $2,503-18.8% | $2,584-21.3% |
| Participant deferral / active EE | $3,559 | $3,212+10.8% | $3,952-9.9% | $4,194-15.1% |
| Admin fee / account holder | $832 | $6,659-87.5% | $7,704-89.2% | $7,856-89.4% |