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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 | $35,116 | $211,288-83.4% | $178,540-80.3% | $145,884-75.9% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.92% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,199 | $4,574-30.1% | $3,953-19.1% | $4,662-31.4% |
| Participant deferral / active EE | $3,485 | $6,967-50.0% | $6,281-44.5% | $6,690-47.9% |
| Admin fee / account holder | $32,701 | $12,105+170.1% | $10,424+213.7% | $13,392+144.2% |