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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 | $48,314-2.3% | $67,561-30.2% | $80,925-41.7% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 17.37% | 18.28%-0.9pp | 3525.44%-3508.1pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,934 | $2,022-4.3% | $2,735-29.3% | $2,756-29.8% |
| Participant deferral / active EE | $5,447 | $2,927+86.1% | $4,003+36.1% | $4,299+26.7% |
| Admin fee / account holder | $2,035 | $3,690-44.9% | $4,006-49.2% | $6,940-70.7% |