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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 | $39,322 | $48,337-18.7% | $67,560-41.8% | $80,959-51.4% |
| Participation rate | 85.4% | 66.4%+19.0pp | 72.9%+12.5pp | 67.7%+17.7pp |
| Annual return | 14.44% | 18.26%-3.8pp | 3533.50%-3519.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,240 | $2,023+10.7% | $2,737-18.2% | $2,757-18.8% |
| Participant deferral / active EE | $4,898 | $2,928+67.3% | $4,004+22.3% | $4,300+13.9% |
| Admin fee / account holder | $3,538 | $3,695-4.3% | $3,994-11.4% | $6,925-48.9% |