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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 | $38,782 | $53,128-27.0% | $86,582-55.2% | $70,126-44.7% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 14.34% | 27.66%-13.3pp | 965.08%-950.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,223 | $2,068+7.5% | $2,839-21.7% | $2,343-5.1% |
| Participant deferral / active EE | $2,063 | $2,695-23.5% | $3,609-42.8% | $3,332-38.1% |
| Admin fee / account holder | $1,043 | $3,584-70.9% | $4,904-78.7% | $4,645-77.6% |