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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 | $35,151 | $47,479-26.0% | $62,929-44.1% | $82,448-57.4% |
| Participation rate | 96.2% | 66.9%+29.4pp | 73.1%+23.1pp | 68.1%+28.2pp |
| Annual return | 15.27% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,034 | $1,885+7.9% | $2,505-18.8% | $2,551-20.3% |
| Participant deferral / active EE | $3,625 | $2,870+26.3% | $3,888-6.8% | $4,139-12.4% |
| Admin fee / account holder | $2,845 | $3,804-25.2% | $5,065-43.8% | $7,234-60.7% |