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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 | $30,645 | $77,638-60.5% | $156,551-80.4% | $62,881-51.3% |
| Participation rate | 93.8% | 71.2%+22.6pp | 84.0%+9.8pp | 69.3%+24.5pp |
| Annual return | 9.32% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,208 | $3,444-35.9% | $5,501-59.9% | $2,281-3.2% |
| Participant deferral / active EE | $2,090 | $3,046-31.4% | $4,871-57.1% | $3,203-34.8% |
| Admin fee / account holder | $1,687 | $5,561-69.7% | $13,028-87.1% | $4,296-60.7% |