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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 | $37,639 | $81,233-53.7% | $155,567-75.8% | $80,874-53.5% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 12.65% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,894 | $3,101-6.7% | $4,674-38.1% | $2,756+5.0% |
| Participant deferral / active EE | $3,426 | $3,452-0.8% | $5,628-39.1% | $4,297-20.3% |
| Admin fee / account holder | $446 | $7,998-94.4% | $15,916-97.2% | $6,935-93.6% |