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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 | $55,457-36.6% | $77,361-54.6% | $94,015-62.6% |
| Participation rate | 96.2% | 69.8%+26.4pp | 75.0%+21.3pp | 70.8%+25.4pp |
| Annual return | 15.27% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,034 | $2,255-9.8% | $2,990-32.0% | $2,790-27.1% |
| Participant deferral / active EE | $3,625 | $3,069+18.1% | $3,911-7.3% | $4,249-14.7% |
| Admin fee / account holder | $2,845 | $4,334-34.4% | $5,894-51.7% | $8,951-68.2% |