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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 | $38,501 | $49,239-21.8% | $70,462-45.4% | $79,858-51.8% |
| Participation rate | 95.3% | 69.2%+26.1pp | 75.1%+20.3pp | 69.6%+25.7pp |
| Annual return | 17.87% | 30.08%-12.2pp | 109.08%-91.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,044 | $2,100-2.7% | $2,737-25.3% | $2,471-17.3% |
| Participant deferral / active EE | $5,592 | $2,769+101.9% | $3,710+50.7% | $3,740+49.5% |
| Admin fee / account holder | $1,589 | $2,876-44.8% | $3,845-58.7% | $5,306-70.1% |