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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 | $37,716 | $81,446-53.7% | $103,374-63.5% | $80,874-53.4% |
| Participation rate | 96.9% | 66.9%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 13.14% | 25.57%-12.4pp | 24.89%-11.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $16,924 | $3,107+444.7% | $3,869+337.4% | $2,756+514.2% |
| Participant deferral / active EE | $3,482 | $3,870-10.0% | $5,058-31.2% | $4,297-19.0% |
| Admin fee / account holder | $2,648 | $6,715-60.6% | $8,394-68.5% | $6,935-61.8% |