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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 | $45,669 | $48,314-5.5% | $67,561-32.4% | $80,925-43.6% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.7%+25.8pp |
| Annual return | 17.35% | 18.28%-0.9pp | 3525.44%-3508.1pp | 35.65%-18.3pp |
| Employer contribution / active EE | $807 | $2,022-60.1% | $2,735-70.5% | $2,756-70.7% |
| Participant deferral / active EE | $1,789 | $2,927-38.9% | $4,003-55.3% | $4,299-58.4% |
| Admin fee / account holder | $3,935 | $3,690+6.7% | $4,006-1.8% | $6,940-43.3% |