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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 | $36,580 | $73,988-50.6% | $96,538-62.1% | $75,177-51.3% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 14.96% | 26.73%-11.8pp | 35.74%-20.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $1,390 | $2,930-52.6% | $3,740-62.8% | $2,671-48.0% |
| Participant deferral / active EE | $3,789 | $3,660+3.5% | $4,880-22.4% | $4,126-8.2% |
| Admin fee / account holder | $1,752 | $5,220-66.4% | $6,737-74.0% | $5,651-69.0% |