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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 | $42,151 | $55,457-24.0% | $77,361-45.5% | $94,015-55.2% |
| Participation rate | 85.7% | 69.8%+15.9pp | 75.0%+10.7pp | 70.8%+14.9pp |
| Annual return | 14.00% | 15.57%-1.6pp | 1011.54%-997.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,704 | $2,255+19.9% | $2,990-9.6% | $2,790-3.1% |
| Participant deferral / active EE | $4,379 | $3,069+42.7% | $3,911+12.0% | $4,249+3.1% |
| Admin fee / account holder | $3,746 | $4,334-13.6% | $5,894-36.4% | $8,951-58.2% |