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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 | $38,491 | $52,279-26.4% | $89,435-57.0% | $79,856-51.8% |
| Participation rate | 85.6% | 57.5%+28.0pp | 68.0%+17.6pp | 69.6%+15.9pp |
| Annual return | 33.06% | 22.16%+10.9pp | 245.55%-212.5pp | 31.71%+1.3pp |
| Employer contribution / active EE | $1,565 | $1,572-0.4% | $2,587-39.5% | $2,471-36.7% |
| Participant deferral / active EE | $4,627 | $2,740+68.9% | $3,890+18.9% | $3,741+23.7% |
| Admin fee / account holder | $1,905 | $3,356-43.2% | $4,884-61.0% | $5,306-64.1% |