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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 | $53,273 | $54,757-2.7% | $90,304-41.0% | $72,975-27.0% |
| Participation rate | 91.9% | 65.2%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 22.38% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.6pp |
| Employer contribution / active EE | $3,932 | $2,093+87.9% | $2,855+37.7% | $2,440+61.1% |
| Participant deferral / active EE | $3,998 | $2,887+38.5% | $3,885+2.9% | $3,608+10.8% |
| Admin fee / account holder | $900 | $3,973-77.3% | $5,354-83.2% | $5,124-82.4% |