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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 | $44,633 | $49,249-9.4% | $70,476-36.7% | $79,852-44.1% |
| Participation rate | 94.5% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+24.9pp |
| Annual return | 9.96% | 30.09%-20.1pp | 109.12%-99.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $2,755 | $2,100+31.2% | $2,738+0.6% | $2,471+11.5% |
| Participant deferral / active EE | $2,515 | $2,769-9.2% | $3,710-32.2% | $3,740-32.8% |
| Admin fee / account holder | $515 | $2,878-82.1% | $3,847-86.6% | $5,306-90.3% |