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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 | $77,523-46.9% | $100,383-59.0% | $80,874-49.1% |
| Participation rate | 95.7% | 77.0%+18.8pp | 81.5%+14.2pp | 67.6%+28.1pp |
| Annual return | 18.70% | 37.21%-18.5pp | 49.26%-30.6pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,372 | $6,822+52.0% | $8,086+28.3% | $4,297+141.4% |
| Admin fee / account holder | $5,186 | $5,899-12.1% | $7,900-34.3% | $6,935-25.2% |