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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 | $40,423 | $99,345-59.3% | $84,753-52.3% | $273,972-85.2% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 6.54% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,480 | $4,214-64.9% | $3,574-58.6% | $4,869-69.6% |
| Participant deferral / active EE | $4,145 | $4,270-2.9% | $3,712+11.7% | $5,287-21.6% |
| Admin fee / account holder | $483 | $6,645-92.7% | $5,333-90.9% | $10,133-95.2% |