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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 | $42,823 | $77,638-44.8% | $156,551-72.6% | $62,881-31.9% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 8.92% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,210 | $3,444-35.8% | $5,501-59.8% | $2,281-3.1% |
| Participant deferral / active EE | $1,045 | $3,046-65.7% | $4,871-78.5% | $3,203-67.4% |
| Admin fee / account holder | $1,879 | $5,561-66.2% | $13,028-85.6% | $4,296-56.3% |