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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 | $42,038 | $73,988-43.2% | $96,538-56.5% | $75,177-44.1% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 13.41% | 26.73%-13.3pp | 35.74%-22.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $2,128 | $2,930-27.4% | $3,740-43.1% | $2,671-20.3% |
| Participant deferral / active EE | $2,018 | $3,660-44.9% | $4,880-58.6% | $4,126-51.1% |
| Admin fee / account holder | $2,398 | $5,220-54.1% | $6,737-64.4% | $5,651-57.6% |