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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 | $39,092 | $45,050-13.2% | $63,018-38.0% | $70,126-44.3% |
| Participation rate | 92.5% | 69.5%+23.0pp | 74.8%+17.7pp | 69.5%+23.0pp |
| Annual return | 12.23% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,174 | $2,052+6.0% | $2,761-21.2% | $2,343-7.2% |
| Participant deferral / active EE | $1,072 | $2,466-56.5% | $3,330-67.8% | $3,332-67.8% |
| Admin fee / account holder | $2,778 | $2,834-2.0% | $3,601-22.9% | $4,645-40.2% |