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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 | $40,665 | $85,171-52.3% | $172,752-76.5% | $72,975-44.3% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 21.09% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,149 | $3,324-35.3% | $5,144-58.2% | $2,440-11.9% |
| Participant deferral / active EE | $3,802 | $3,260+16.6% | $5,198-26.8% | $3,608+5.4% |
| Admin fee / account holder | $2,524 | $5,880-57.1% | $13,955-81.9% | $5,124-50.7% |