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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 | $34,008 | $165,939-79.5% | $122,354-72.2% | $147,586-77.0% |
| Participation rate | 95.8% | 79.6%+16.3pp | 71.6%+24.2pp | 82.8%+13.0pp |
| Annual return | 7.32% | 34.56%-27.2pp | 30.28%-23.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $1,193 | $5,754-79.3% | $4,051-70.5% | $4,876-75.5% |
| Participant deferral / active EE | $3,165 | $4,005-21.0% | $3,287-3.7% | $5,439-41.8% |
| Admin fee / account holder | $26,367 | $7,425+255.1% | $5,479+381.3% | $10,886+142.2% |