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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 | $48,284-18.6% | $67,524-41.8% | $80,911-51.4% |
| Participation rate | 85.4% | 66.4%+19.0pp | 72.9%+12.5pp | 67.6%+17.8pp |
| Annual return | 14.44% | 18.27%-3.8pp | 3519.41%-3505.0pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,240 | $2,021+10.8% | $2,734-18.1% | $2,756-18.7% |
| Participant deferral / active EE | $4,898 | $2,927+67.4% | $4,001+22.4% | $4,297+14.0% |
| Admin fee / account holder | $3,538 | $3,688-4.1% | $4,001-11.6% | $6,935-49.0% |