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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 | $41,666 | $78,423-46.9% | $95,964-56.6% | $79,856-47.8% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 16.70% | 19.37%-2.7pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,829 | $1,945+45.4% | $2,541+11.3% | $2,471+14.5% |
| Participant deferral / active EE | $4,715 | $3,440+37.1% | $4,167+13.2% | $3,741+26.1% |
| Admin fee / account holder | $1,741 | $5,622-69.0% | $6,797-74.4% | $5,306-67.2% |