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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 | $40,905 | $99,380-58.8% | $90,312-54.7% | $155,188-73.6% |
| Participation rate | 83.3% | 77.3%+6.0pp | 72.9%+10.4pp | 80.8%+2.5pp |
| Annual return | 17.11% | 19.35%-2.2pp | 18.90%-1.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,388 | $2,390-41.9% | $2,243-38.1% | $4,248-67.3% |
| Participant deferral / active EE | $3,802 | $4,212-9.7% | $3,749+1.4% | $6,531-41.8% |
| Admin fee / account holder | $927 | $9,766-90.5% | $8,248-88.8% | $14,480-93.6% |