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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 | $44,938 | $58,099-22.7% | $76,872-41.5% | $75,173-40.2% |
| Participation rate | 93.9% | 63.9%+30.0pp | 69.6%+24.3pp | 67.2%+26.7pp |
| Annual return | 15.08% | 26.71%-11.6pp | 37.90%-22.8pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,809 | $1,996-9.4% | $2,533-28.6% | $2,671-32.3% |
| Participant deferral / active EE | $1,764 | $2,999-41.2% | $3,832-54.0% | $4,126-57.2% |
| Admin fee / account holder | $1,068 | $4,778-77.6% | $5,476-80.5% | $5,651-81.1% |