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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 | $35,729 | $53,128-32.7% | $86,582-58.7% | $70,126-49.1% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 17.90% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,012 | $2,068-2.7% | $2,839-29.1% | $2,343-14.1% |
| Participant deferral / active EE | $1,852 | $2,695-31.3% | $3,609-48.7% | $3,332-44.4% |
| Admin fee / account holder | $1,410 | $3,584-60.7% | $4,904-71.3% | $4,645-69.7% |