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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 | $48,314-23.0% | $67,561-44.9% | $80,925-54.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 72.9%+11.7pp | 67.7%+17.0pp |
| Annual return | 17.84% | 18.28%-0.4pp | 3525.44%-3507.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $2,902 | $2,022+43.5% | $2,735+6.1% | $2,756+5.3% |
| Participant deferral / active EE | $3,435 | $2,927+17.4% | $4,003-14.2% | $4,299-20.1% |
| Admin fee / account holder | $13,033 | $3,690+253.2% | $4,006+225.4% | $6,940+87.8% |