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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 | $43,714 | $80,983-46.0% | $96,544-54.7% | $75,177-41.9% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 15.67% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,562 | $2,282-31.6% | $2,966-47.3% | $2,671-41.5% |
| Participant deferral / active EE | $1,836 | $3,929-53.3% | $4,851-62.2% | $4,126-55.5% |
| Admin fee / account holder | $4,605 | $6,717-31.4% | $8,254-44.2% | $5,651-18.5% |