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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 | $42,331 | $99,345-57.4% | $84,753-50.1% | $273,972-84.5% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 3.03% | 22.93%-19.9pp | 22.78%-19.8pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,254 | $4,214-46.5% | $3,574-36.9% | $4,869-53.7% |
| Participant deferral / active EE | $3,908 | $4,270-8.5% | $3,712+5.3% | $5,287-26.1% |
| Admin fee / account holder | $1,991 | $6,645-70.0% | $5,333-62.7% | $10,133-80.4% |