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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 | $43,065 | $55,457-22.3% | $77,361-44.3% | $94,015-54.2% |
| Participation rate | 82.1% | 69.8%+12.2pp | 75.0%+7.1pp | 70.8%+11.2pp |
| Annual return | 11.40% | 15.57%-4.2pp | 1011.54%-1000.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $2,851 | $2,255+26.5% | $2,990-4.6% | $2,790+2.2% |
| Participant deferral / active EE | $4,802 | $3,069+56.4% | $3,911+22.8% | $4,249+13.0% |
| Admin fee / account holder | $3,163 | $4,334-27.0% | $5,894-46.3% | $8,951-64.7% |