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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 | $42,037 | $101,795-58.7% | $165,100-74.5% | $80,959-48.1% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 18.63% | 16.73%+1.9pp | 70.21%-51.6pp | 35.67%-17.0pp |
| Employer contribution / active EE | $2,603 | $2,954-11.9% | $4,348-40.1% | $2,757-5.6% |
| Participant deferral / active EE | $5,660 | $4,476+26.5% | $6,035-6.2% | $4,300+31.6% |
| Admin fee / account holder | $691 | $8,221-91.6% | $12,696-94.6% | $6,925-90.0% |