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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 | $34,332 | $101,063-66.0% | $81,473-57.9% | $147,586-76.7% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 18.64% | 32.41%-13.8pp | 38.78%-20.1pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,664 | $3,206-16.9% | $2,568+3.8% | $4,876-45.4% |
| Participant deferral / active EE | $2,684 | $4,242-36.7% | $3,537-24.1% | $5,439-50.7% |
| Admin fee / account holder | $4,642 | $5,812-20.1% | $4,561+1.8% | $10,886-57.4% |