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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 | $41,900 | $77,460-45.9% | $100,378-58.3% | $80,925-48.2% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.5%+9.0pp | 67.7%+22.8pp |
| Annual return | 22.88% | 37.24%-14.4pp | 49.41%-26.5pp | 35.65%-12.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,962 | $6,818+60.8% | $8,087+35.5% | $4,299+155.0% |
| Admin fee / account holder | $7,462 | $5,887+26.8% | $7,899-5.5% | $6,940+7.5% |