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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 | $41,929 | $46,877-10.6% | $122,354-65.7% | $70,124-40.2% |
| Participation rate | 96.2% | 58.2%+37.9pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 24.21% | 24.22%0pp | 30.28%-6.1pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,782 | $1,288+116.0% | $4,051-31.3% | $2,342+18.8% |
| Participant deferral / active EE | $5,351 | $2,167+146.9% | $3,287+62.8% | $3,332+60.6% |
| Admin fee / account holder | $1,050 | $3,324-68.4% | $5,479-80.8% | $4,645-77.4% |