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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 | $38,063 | $58,600-35.0% | $83,327-54.3% | $64,173-40.7% |
| Participation rate | 98.0% | 72.0%+26.0pp | 77.8%+20.2pp | 69.6%+28.4pp |
| Annual return | 17.76% | 9.66%+8.1pp | 10.64%+7.1pp | 7.63%+10.1pp |
| Employer contribution / active EE | $2,117 | $2,098+0.9% | $3,379-37.3% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,149 | $9,282-87.6% | $7,540-84.8% | $4,887-76.5% |