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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 | $43,792 | $84,236-48.0% | $170,435-74.3% | $70,126-37.6% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 16.54% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,758 | $3,387-48.1% | $5,432-67.6% | $2,343-25.0% |
| Participant deferral / active EE | $3,299 | $3,086+6.9% | $4,939-33.2% | $3,332-1.0% |
| Admin fee / account holder | $2,925 | $5,698-48.7% | $13,881-78.9% | $4,645-37.0% |