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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 | $41,179 | $77,460-46.8% | $100,378-59.0% | $80,925-49.1% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.7%+28.1pp |
| Annual return | 18.70% | 37.24%-18.5pp | 49.41%-30.7pp | 35.65%-16.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,372 | $6,818+52.1% | $8,087+28.3% | $4,299+141.3% |
| Admin fee / account holder | $5,186 | $5,887-11.9% | $7,899-34.3% | $6,940-25.3% |