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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 | $41,927 | $106,247-60.5% | $96,515-56.6% | $139,466-69.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.60% | 38.47%-21.9pp | 35.73%-19.1pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,258 | $4,106-20.6% | $3,740-12.9% | $4,754-31.5% |
| Participant deferral / active EE | $4,205 | $5,456-22.9% | $4,880-13.8% | $6,712-37.3% |
| Admin fee / account holder | $1,481 | $7,885-81.2% | $6,735-78.0% | $11,409-87.0% |