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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 | $81,504-53.7% | $102,437-63.2% | $80,959-53.4% |
| Participation rate | 96.9% | 66.9%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 13.14% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $16,924 | $3,104+445.3% | $3,871+337.2% | $2,757+513.8% |
| Participant deferral / active EE | $3,482 | $3,871-10.0% | $5,060-31.2% | $4,300-19.0% |
| Admin fee / account holder | $2,648 | $6,719-60.6% | $8,388-68.4% | $6,925-61.8% |