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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 | $56,193 | $76,551-26.6% | $123,894-54.6% | $62,881-10.6% |
| Participation rate | 97.3% | 73.0%+24.3pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 30.12% | 18.68%+11.4pp | 47.52%-17.4pp | 20.14%+10.0pp |
| Employer contribution / active EE | $1,748 | $2,882-39.4% | $4,617-62.1% | $2,281-23.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,121 | $4,826-35.3% | $8,357-62.7% | $4,296-27.4% |