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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 | $47,190 | $48,277-2.3% | $67,511-30.1% | $80,874-41.7% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 17.37% | 18.27%-0.9pp | 3517.41%-3500.0pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,934 | $2,021-4.3% | $2,733-29.2% | $2,756-29.8% |
| Participant deferral / active EE | $5,447 | $2,926+86.1% | $4,000+36.2% | $4,297+26.8% |
| Admin fee / account holder | $2,035 | $3,687-44.8% | $3,999-49.1% | $6,935-70.7% |