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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 | $81,476-53.7% | $102,383-63.2% | $80,925-53.4% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 13.14% | 25.59%-12.5pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $16,924 | $3,105+445.1% | $3,870+337.3% | $2,756+514.0% |
| Participant deferral / active EE | $3,482 | $3,871-10.1% | $5,060-31.2% | $4,299-19.0% |
| Admin fee / account holder | $2,648 | $6,717-60.6% | $8,391-68.4% | $6,940-61.8% |