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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 | $42,904 | $69,977-38.7% | $108,582-60.5% | $62,881-31.8% |
| Participation rate | 95.1% | 72.9%+22.2pp | 79.6%+15.6pp | 69.3%+25.8pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,031 | $2,135+42.0% | $3,758-19.4% | $2,281+32.9% |
| Participant deferral / active EE | $2,991 | $3,165-5.5% | $4,311-30.6% | $3,203-6.6% |
| Admin fee / account holder | $4,291 | $5,076-15.5% | $7,645-43.9% | $4,296-0.1% |