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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 | $40,642 | $80,992-49.8% | $96,534-57.9% | $75,173-45.9% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 17.27% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $3,048 | $2,283+33.5% | $2,965+2.8% | $2,671+14.1% |
| Participant deferral / active EE | $5,845 | $3,929+48.8% | $4,851+20.5% | $4,126+41.7% |
| Admin fee / account holder | $1,319 | $6,717-80.4% | $8,253-84.0% | $5,651-76.7% |