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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 | $57,101 | $67,602-15.5% | $82,312-30.6% | $70,126-18.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 13.62% | 21.57%-7.9pp | 25.88%-12.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,809 | $1,755+117.1% | $2,428+56.9% | $2,343+62.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,272 | $4,512-49.6% | $5,608-59.5% | $4,645-51.1% |