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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 | $44,408 | $48,277-8.0% | $67,511-34.2% | $80,874-45.1% |
| Participation rate | 90.7% | 66.4%+24.4pp | 72.9%+17.9pp | 67.6%+23.1pp |
| Annual return | 12.77% | 18.27%-5.5pp | 3517.41%-3504.6pp | 35.62%-22.8pp |
| Employer contribution / active EE | $744 | $2,021-63.2% | $2,733-72.8% | $2,756-73.0% |
| Participant deferral / active EE | $1,333 | $2,926-54.4% | $4,000-66.7% | $4,297-69.0% |
| Admin fee / account holder | $3,786 | $3,687+2.7% | $3,999-5.3% | $6,935-45.4% |