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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 | $32,690 | $88,672-63.1% | $105,223-68.9% | $82,448-60.4% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.2pp |
| Annual return | 17.37% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,929 | $3,048-3.9% | $3,689-20.6% | $2,551+14.8% |
| Participant deferral / active EE | $5,300 | $4,036+31.3% | $5,072+4.5% | $4,139+28.0% |
| Admin fee / account holder | $3,283 | $7,146-54.1% | $8,859-62.9% | $7,234-54.6% |