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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 | $42,920 | $72,273-40.6% | $101,275-57.6% | $79,856-46.3% |
| Participation rate | 81.5% | 68.5%+13.1pp | 75.8%+5.7pp | 69.6%+11.9pp |
| Annual return | 18.36% | 22.30%-3.9pp | 46.48%-28.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,846 | $2,691+42.9% | $3,660+5.1% | $2,471+55.6% |
| Participant deferral / active EE | $1,651 | $3,282-49.7% | $4,371-62.2% | $3,741-55.9% |
| Admin fee / account holder | $579 | $4,401-86.8% | $5,948-90.3% | $5,306-89.1% |