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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 | $41,151 | $46,534-11.6% | $64,097-35.8% | $75,177-45.3% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.4pp |
| Annual return | 11.97% | 26.07%-14.1pp | 33.75%-21.8pp | 160.75%-148.8pp |
| Employer contribution / active EE | $2,959 | $1,976+49.8% | $2,750+7.6% | $2,671+10.8% |
| Participant deferral / active EE | $2,881 | $2,835+1.6% | $3,881-25.8% | $4,126-30.2% |
| Admin fee / account holder | $1,064 | $2,957-64.0% | $3,070-65.3% | $5,651-81.2% |