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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 | $32,540 | $106,247-69.4% | $96,515-66.3% | $139,466-76.7% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 17.98% | 38.47%-20.5pp | 35.73%-17.7pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,903 | $4,106-53.6% | $3,740-49.1% | $4,754-60.0% |
| Participant deferral / active EE | $3,523 | $5,456-35.4% | $4,880-27.8% | $6,712-47.5% |
| Admin fee / account holder | $7,715 | $7,885-2.2% | $6,735+14.5% | $11,409-32.4% |