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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 | $41,676 | $48,314-13.7% | $67,561-38.3% | $80,925-48.5% |
| Participation rate | 95.6% | 66.4%+29.2pp | 72.9%+22.7pp | 67.7%+27.9pp |
| Annual return | 16.38% | 18.28%-1.9pp | 3525.44%-3509.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $464 | $2,022-77.0% | $2,735-83.0% | $2,756-83.1% |
| Participant deferral / active EE | $1,797 | $2,927-38.6% | $4,003-55.1% | $4,299-58.2% |
| Admin fee / account holder | $1,603 | $3,690-56.5% | $4,006-60.0% | $6,940-76.9% |