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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 | $39,019 | $108,825-64.1% | $156,181-75.0% | $82,448-52.7% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 16.76% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,721 | $2,870-5.2% | $4,294-36.6% | $2,551+6.7% |
| Participant deferral / active EE | $3,977 | $4,577-13.1% | $6,132-35.2% | $4,139-3.9% |
| Admin fee / account holder | $421 | $9,341-95.5% | $14,586-97.1% | $7,234-94.2% |