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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 | $36,180 | $87,132-58.5% | $105,624-65.7% | $80,959-55.3% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 13.00% | 17.03%-4.0pp | 116.20%-103.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,152 | $2,397+73.2% | $3,168+31.1% | $2,757+50.6% |
| Participant deferral / active EE | $8,485 | $3,985+112.9% | $5,013+69.3% | $4,300+97.3% |
| Admin fee / account holder | $4,224 | $8,449-50.0% | $10,961-61.5% | $6,925-39.0% |