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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 | $75,541-40.6% | $152,093-70.5% | $82,637-45.7% |
| Participation rate | 97.7% | 66.5%+31.2pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 14.43% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,742 | $2,622-33.6% | $4,175-58.3% | $2,552-31.7% |
| Participant deferral / active EE | $1,620 | $3,206-49.5% | $5,451-70.3% | $4,126-60.7% |
| Admin fee / account holder | $900 | $6,405-86.0% | $14,497-93.8% | $7,339-87.7% |