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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 | $56,937 | $45,050+26.4% | $63,018-9.6% | $70,126-18.8% |
| Participation rate | 95.6% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.0pp |
| Annual return | 16.63% | 18.76%-2.1pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,278 | $2,052-37.7% | $2,761-53.7% | $2,343-45.4% |
| Participant deferral / active EE | $3,441 | $2,466+39.5% | $3,330+3.3% | $3,332+3.3% |
| Admin fee / account holder | $1,162 | $2,834-59.0% | $3,601-67.7% | $4,645-75.0% |