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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 | $37,922 | $45,043-15.8% | $63,005-39.8% | $70,124-45.9% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 16.40% | 18.76%-2.4pp | 87.59%-71.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,387 | $2,052+16.3% | $2,760-13.5% | $2,342+1.9% |
| Participant deferral / active EE | $1,122 | $2,466-54.5% | $3,329-66.3% | $3,332-66.3% |
| Admin fee / account holder | $2,644 | $2,833-6.7% | $3,599-26.5% | $4,645-43.1% |