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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 | $48,337-8.1% | $67,560-34.3% | $80,959-45.1% |
| Participation rate | 90.7% | 66.4%+24.3pp | 72.9%+17.8pp | 67.7%+23.1pp |
| Annual return | 12.77% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $744 | $2,023-63.2% | $2,737-72.8% | $2,757-73.0% |
| Participant deferral / active EE | $1,333 | $2,928-54.5% | $4,004-66.7% | $4,300-69.0% |
| Admin fee / account holder | $3,786 | $3,695+2.5% | $3,994-5.2% | $6,925-45.3% |