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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 | $41,461 | $69,590-40.4% | $136,867-69.7% | $94,015-55.9% |
| Participation rate | 97.1% | 66.3%+30.8pp | 74.5%+22.6pp | 70.8%+26.3pp |
| Annual return | 15.57% | 19.62%-4.0pp | 42.97%-27.4pp | 17.84%-2.3pp |
| Employer contribution / active EE | $2,125 | $2,396-11.3% | $3,547-40.1% | $2,790-23.8% |
| Participant deferral / active EE | $2,561 | $3,437-25.5% | $4,924-48.0% | $4,249-39.7% |
| Admin fee / account holder | $1,827 | $8,912-79.5% | $10,340-82.3% | $8,951-79.6% |