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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 | $43,008 | $80,983-46.9% | $96,544-55.5% | $75,177-42.8% |
| Participation rate | 92.8% | 71.8%+21.0pp | 76.0%+16.8pp | 67.2%+25.6pp |
| Annual return | 15.68% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,010 | $2,282-55.8% | $2,966-66.0% | $2,671-62.2% |
| Participant deferral / active EE | $3,683 | $3,929-6.3% | $4,851-24.1% | $4,126-10.7% |
| Admin fee / account holder | $4,090 | $6,717-39.1% | $8,254-50.5% | $5,651-27.6% |