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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 | $42,941 | $94,031-54.3% | $115,768-62.9% | $82,448-47.9% |
| Participation rate | 97.2% | 70.4%+26.8pp | 74.4%+22.8pp | 68.1%+29.2pp |
| Annual return | 14.39% | 20.61%-6.2pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,728 | $2,323+17.4% | $2,940-7.2% | $2,551+7.0% |
| Participant deferral / active EE | $2,579 | $3,972-35.1% | $4,917-47.5% | $4,139-37.7% |
| Admin fee / account holder | $4,876 | $10,249-52.4% | $12,439-60.8% | $7,234-32.6% |