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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 | $38,022 | $45,043-15.6% | $63,005-39.7% | $70,124-45.8% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 16.78% | 18.76%-2.0pp | 87.59%-70.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,492 | $2,052+70.2% | $2,760+26.5% | $2,342+49.1% |
| Participant deferral / active EE | $820 | $2,466-66.7% | $3,329-75.4% | $3,332-75.4% |
| Admin fee / account holder | $1,651 | $2,833-41.7% | $3,599-54.1% | $4,645-64.5% |