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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 | $39,156 | $67,411-41.9% | $91,004-57.0% | $70,126-44.2% |
| Participation rate | 96.4% | 71.4%+25.0pp | 75.6%+20.8pp | 69.5%+26.8pp |
| Annual return | 16.50% | -40.16%+56.7pp | 4.60%+11.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $4,101 | $1,786+129.6% | $2,456+67.0% | $2,343+75.1% |
| Participant deferral / active EE | $4,605 | $2,823+63.1% | $3,548+29.8% | $3,332+38.2% |
| Admin fee / account holder | $3,071 | $4,236-27.5% | $5,417-43.3% | $4,645-33.9% |