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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 | $36,317 | $73,978-50.9% | $96,515-62.4% | $75,173-51.7% |
| Participation rate | 97.7% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 19.74% | 26.72%-7.0pp | 35.73%-16.0pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,829 | $2,931-37.6% | $3,740-51.1% | $2,671-31.5% |
| Participant deferral / active EE | $4,530 | $3,660+23.8% | $4,880-7.2% | $4,126+9.8% |
| Admin fee / account holder | $1,341 | $5,219-74.3% | $6,735-80.1% | $5,651-76.3% |