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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 | $41,023 | $71,230-42.4% | $93,727-56.2% | $80,959-49.3% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.4pp | 67.7%+29.5pp |
| Annual return | 17.95% | 11.26%+6.7pp | 133.83%-115.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,714 | $1,565+9.5% | $2,421-29.2% | $2,757-37.8% |
| Participant deferral / active EE | $4,547 | $4,037+12.6% | $4,417+2.9% | $4,300+5.7% |
| Admin fee / account holder | $1,979 | $6,961-71.6% | $8,292-76.1% | $6,925-71.4% |