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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 | $93,345-65.0% | $119,126-72.6% | $87,485-62.6% |
| Participation rate | 98.3% | 68.7%+29.6pp | 75.8%+22.5pp | 68.9%+29.4pp |
| Annual return | 17.37% | 19.08%-1.7pp | 282.11%-264.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,929 | $3,172-7.7% | $4,034-27.4% | $2,596+12.8% |
| Participant deferral / active EE | $5,300 | $4,099+29.3% | $5,318-0.3% | $4,274+24.0% |
| Admin fee / account holder | $3,283 | $8,039-59.2% | $10,693-69.3% | $7,775-57.8% |