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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 | $43,665 | $76,407-42.9% | $150,298-70.9% | $82,448-47.0% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,785 | $2,614-31.7% | $4,154-57.0% | $2,551-30.0% |
| Participant deferral / active EE | $2,059 | $3,214-35.9% | $5,453-62.2% | $4,139-50.3% |
| Admin fee / account holder | $2,102 | $6,352-66.9% | $14,116-85.1% | $7,234-70.9% |