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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 | $39,877 | $96,731-58.8% | $123,973-67.8% | $86,983-54.2% |
| Participation rate | 92.1% | 70.0%+22.1pp | 76.7%+15.4pp | 69.5%+22.6pp |
| Annual return | 13.69% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,780 | $3,297-15.7% | $4,126-32.6% | $2,584+7.6% |
| Participant deferral / active EE | $4,014 | $4,152-3.3% | $5,247-23.5% | $4,194-4.3% |
| Admin fee / account holder | $5,584 | $8,722-36.0% | $11,799-52.7% | $7,856-28.9% |