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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 | $42,561 | $49,239-13.6% | $70,462-39.6% | $79,858-46.7% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+18.0pp | 69.6%+23.4pp |
| Annual return | 14.40% | 30.08%-15.7pp | 109.08%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,882 | $2,100-10.4% | $2,737-31.3% | $2,471-23.9% |
| Participant deferral / active EE | $1,882 | $2,769-32.1% | $3,710-49.3% | $3,740-49.7% |
| Admin fee / account holder | $1,701 | $2,876-40.9% | $3,845-55.8% | $5,306-67.9% |