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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 | $38,227 | $81,233-52.9% | $155,567-75.4% | $80,874-52.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 78.2%+18.4pp | 67.6%+28.9pp |
| Annual return | 12.20% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,073 | $3,101-0.9% | $4,674-34.2% | $2,756+11.5% |
| Participant deferral / active EE | $3,625 | $3,452+5.0% | $5,628-35.6% | $4,297-15.6% |
| Admin fee / account holder | $4,470 | $7,998-44.1% | $15,916-71.9% | $6,935-35.5% |