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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 | $45,370 | $49,177-7.7% | $79,476-42.9% | $64,181-29.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | 10.27% | -1.16%+11.4pp | 718.21%-707.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,152 | $2,076+3.7% | $2,800-23.1% | $2,381-9.6% |
| Participant deferral / active EE | $2,202 | $2,821-21.9% | $3,704-40.5% | $3,470-36.5% |
| Admin fee / account holder | $1,241 | $3,839-67.7% | $5,113-75.7% | $4,887-74.6% |