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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 | $37,225 | $48,337-23.0% | $67,560-44.9% | $80,959-54.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 72.9%+11.7pp | 67.7%+16.9pp |
| Annual return | 17.84% | 18.26%-0.4pp | 3533.50%-3515.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $2,902 | $2,023+43.5% | $2,737+6.0% | $2,757+5.2% |
| Participant deferral / active EE | $3,435 | $2,928+17.3% | $4,004-14.2% | $4,300-20.1% |
| Admin fee / account holder | $13,033 | $3,695+252.7% | $3,994+226.3% | $6,925+88.2% |