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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 | $40,594 | $78,682-48.4% | $109,188-62.8% | $85,851-52.7% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 12.18% | 25.09%-12.9pp | 25.76%-13.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $3,022 | $2,734+10.5% | $3,723-18.8% | $2,565+17.8% |
| Participant deferral / active EE | $5,989 | $3,468+72.7% | $4,654+28.7% | $3,952+51.5% |
| Admin fee / account holder | $1,114 | $5,470-79.6% | $6,755-83.5% | $6,261-82.2% |