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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 | $43,507 | $77,638-44.0% | $156,551-72.2% | $62,881-30.8% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 6.58% | 50.33%-43.7pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,202 | $3,444-65.1% | $5,501-78.1% | $2,281-47.3% |
| Participant deferral / active EE | $2,851 | $3,046-6.4% | $4,871-41.5% | $3,203-11.0% |
| Admin fee / account holder | $1,320 | $5,561-76.3% | $13,028-89.9% | $4,296-69.3% |