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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 | $45,874 | $48,078-4.6% | $78,676-41.7% | $62,881-27.0% |
| Participation rate | 98.2% | 65.2%+33.0pp | 73.6%+24.6pp | 69.3%+28.9pp |
| Annual return | 10.49% | 31.36%-20.9pp | 62.19%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $3,131 | $2,015+55.4% | $2,850+9.9% | $2,281+37.3% |
| Participant deferral / active EE | $1,255 | $2,587-51.5% | $3,517-64.3% | $3,203-60.8% |
| Admin fee / account holder | $1,373 | $3,206-57.2% | $4,510-69.6% | $4,296-68.0% |