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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 | $39,113 | $76,407-48.8% | $150,298-74.0% | $82,448-52.6% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 19.73% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,129 | $2,614-18.5% | $4,154-48.7% | $2,551-16.5% |
| Participant deferral / active EE | $3,925 | $3,214+22.1% | $5,453-28.0% | $4,139-5.2% |
| Admin fee / account holder | $823 | $6,352-87.0% | $14,116-94.2% | $7,234-88.6% |