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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 | $43,795 | $138,393-68.4% | $184,256-76.2% | $80,959-45.9% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.7%+29.4pp |
| Annual return | 41.20% | 20.01%+21.2pp | 28.85%+12.4pp | 35.67%+5.5pp |
| Employer contribution / active EE | $2,809 | $4,847-42.0% | $6,427-56.3% | $2,757+1.9% |
| Participant deferral / active EE | $7,083 | $7,076+0.1% | $9,133-22.5% | $4,300+64.7% |
| Admin fee / account holder | $665 | $10,489-93.7% | $13,899-95.2% | $6,925-90.4% |