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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 | $41,489 | $106,588-61.1% | $94,215-56.0% | $155,188-73.3% |
| Participation rate | 95.0% | 74.3%+20.7pp | 70.0%+25.0pp | 80.8%+14.2pp |
| Annual return | 13.55% | 29.39%-15.8pp | 28.22%-14.7pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,419 | $3,080-53.9% | $2,675-46.9% | $4,248-66.6% |
| Participant deferral / active EE | $3,528 | $4,802-26.5% | $4,276-17.5% | $6,531-46.0% |
| Admin fee / account holder | $33,386 | $12,281+171.9% | $10,216+226.8% | $14,480+130.6% |