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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 | $45,951 | $68,880-33.3% | $120,580-61.9% | $80,959-43.2% |
| Participation rate | 96.6% | 61.7%+34.9pp | 72.0%+24.6pp | 67.7%+28.9pp |
| Annual return | 16.59% | 23.68%-7.1pp | 107.48%-90.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,197 | $2,066+6.3% | $3,469-36.7% | $2,757-20.3% |
| Participant deferral / active EE | $3,902 | $3,191+22.3% | $4,995-21.9% | $4,300-9.3% |
| Admin fee / account holder | $1,225 | $5,785-78.8% | $9,418-87.0% | $6,925-82.3% |