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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 | $38,206 | $45,041-15.2% | $63,003-39.4% | $70,131-45.5% |
| Participation rate | 94.9% | 69.5%+25.4pp | 74.8%+20.1pp | 69.5%+25.4pp |
| Annual return | 14.42% | 18.76%-4.3pp | 87.59%-73.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,995 | $2,052+45.9% | $2,760+8.5% | $2,342+27.9% |
| Participant deferral / active EE | $4,128 | $2,465+67.4% | $3,329+24.0% | $3,332+23.9% |
| Admin fee / account holder | $7,218 | $2,836+154.5% | $3,600+100.5% | $4,645+55.4% |