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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 | $44,881 | $76,407-41.3% | $150,298-70.1% | $82,448-45.6% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 14.43% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,742 | $2,614-33.4% | $4,154-58.1% | $2,551-31.7% |
| Participant deferral / active EE | $1,620 | $3,214-49.6% | $5,453-70.3% | $4,139-60.9% |
| Admin fee / account holder | $900 | $6,352-85.8% | $14,116-93.6% | $7,234-87.6% |