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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 | $42,112 | $94,436-55.4% | $115,599-63.6% | $82,637-49.0% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.3%+19.5pp | 68.1%+25.7pp |
| Annual return | 14.64% | 18.37%-3.7pp | 111.10%-96.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,259 | $2,324-2.8% | $2,955-23.6% | $2,552-11.5% |
| Participant deferral / active EE | $2,672 | $3,955-32.4% | $4,889-45.4% | $4,126-35.2% |
| Admin fee / account holder | $1,398 | $10,328-86.5% | $12,841-89.1% | $7,339-80.9% |