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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 | $44,248 | $91,167-51.5% | $178,498-75.2% | $79,858-44.6% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 12.79% | 24.19%-11.4pp | 151.09%-138.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $4,271 | $3,255+31.2% | $5,011-14.8% | $2,471+72.8% |
| Participant deferral / active EE | $3,144 | $3,236-2.8% | $5,202-39.6% | $3,740-16.0% |
| Admin fee / account holder | $3,799 | $6,747-43.7% | $13,985-72.8% | $5,306-28.4% |