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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 | $38,169 | $135,956-71.9% | $123,894-69.2% | $273,972-86.1% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 4.75% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,060 | $5,170-79.5% | $4,617-77.0% | $4,869-78.2% |
| Participant deferral / active EE | $2,248 | $6,343-64.6% | $5,984-62.4% | $5,287-57.5% |
| Admin fee / account holder | $2,858 | $9,817-70.9% | $8,357-65.8% | $10,133-71.8% |