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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 | $39,797 | $55,457-28.2% | $77,361-48.6% | $94,015-57.7% |
| Participation rate | 72.4% | 69.8%+2.6pp | 75.0%-2.6pp | 70.8%+1.6pp |
| Annual return | 11.01% | 15.57%-4.6pp | 1011.54%-1000.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $1,451 | $2,255-35.7% | $2,990-51.5% | $2,790-48.0% |
| Participant deferral / active EE | $3,640 | $3,069+18.6% | $3,911-6.9% | $4,249-14.3% |
| Admin fee / account holder | $3,770 | $4,334-13.0% | $5,894-36.0% | $8,951-57.9% |