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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 | $39,605 | $58,311-32.1% | $81,882-51.6% | $80,959-51.1% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 12.82% | 41.85%-29.0pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,035 | $2,347+29.3% | $2,916+4.1% | $2,757+10.1% |
| Participant deferral / active EE | $4,877 | $3,287+48.4% | $4,323+12.8% | $4,300+13.4% |
| Admin fee / account holder | $4,372 | $4,752-8.0% | $7,360-40.6% | $6,925-36.9% |