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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 | $32,330 | $46,596-30.6% | $64,099-49.6% | $75,181-57.0% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 11.62% | 26.04%-14.4pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,023 | $1,975-48.2% | $2,748-62.8% | $2,671-61.7% |
| Participant deferral / active EE | $3,691 | $2,837+30.1% | $3,881-4.9% | $4,126-10.5% |
| Admin fee / account holder | $2,074 | $2,954-29.8% | $3,070-32.4% | $5,650-63.3% |