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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 | $37,868 | $49,177-23.0% | $79,466-52.3% | $64,173-41.0% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.4pp |
| Annual return | 11.10% | -1.16%+12.3pp | 718.28%-707.2pp | 7.63%+3.5pp |
| Employer contribution / active EE | $2,022 | $2,076-2.6% | $2,800-27.8% | $2,381-15.1% |
| Participant deferral / active EE | $2,975 | $2,821+5.4% | $3,704-19.7% | $3,470-14.3% |
| Admin fee / account holder | $757 | $3,839-80.3% | $5,104-85.2% | $4,887-84.5% |