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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 | $40,157 | $45,050-10.9% | $63,018-36.3% | $70,126-42.7% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 16.14% | 18.76%-2.6pp | 87.62%-71.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,856 | $2,052+39.2% | $2,761+3.5% | $2,343+21.9% |
| Participant deferral / active EE | $1,794 | $2,466-27.2% | $3,330-46.1% | $3,332-46.2% |
| Admin fee / account holder | $6,758 | $2,834+138.5% | $3,601+87.7% | $4,645+45.5% |