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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 | $32,893 | $114,013-71.2% | $103,693-68.3% | $155,188-78.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.6pp | 80.8%+14.4pp |
| Annual return | 15.67% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,716 | $3,131-13.3% | $2,920-7.0% | $4,248-36.1% |
| Participant deferral / active EE | $2,440 | $4,970-50.9% | $4,579-46.7% | $6,531-62.6% |
| Admin fee / account holder | $2,332 | $8,407-72.3% | $7,858-70.3% | $14,480-83.9% |