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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 | $33,566 | $51,207-34.5% | $70,565-52.4% | $75,177-55.4% |
| Participation rate | 95.7% | 61.0%+34.7pp | 68.4%+27.3pp | 67.2%+28.4pp |
| Annual return | 18.15% | 30.05%-11.9pp | 32.79%-14.6pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,910 | $1,826+4.6% | $2,976-35.8% | $2,671-28.5% |
| Participant deferral / active EE | $5,213 | $2,850+82.9% | $4,568+14.1% | $4,126+26.3% |
| Admin fee / account holder | $2,859 | $4,097-30.2% | $6,430-55.5% | $5,651-49.4% |