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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 | $41,134 | $45,050-8.7% | $63,018-34.7% | $70,126-41.3% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 12.13% | 18.76%-6.6pp | 87.62%-75.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $3,907 | $2,052+90.4% | $2,761+41.5% | $2,343+66.8% |
| Participant deferral / active EE | $4,391 | $2,466+78.1% | $3,330+31.9% | $3,332+31.8% |
| Admin fee / account holder | $2,019 | $2,834-28.7% | $3,601-43.9% | $4,645-56.5% |