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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 | $36,835 | $98,776-62.7% | $149,745-75.4% | $79,856-53.9% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 25.52% | 27.38%-1.9pp | 276.72%-251.2pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,010 | $3,217-6.4% | $4,646-35.2% | $2,471+21.8% |
| Participant deferral / active EE | $8,891 | $5,681+56.5% | $6,843+29.9% | $3,741+137.7% |
| Admin fee / account holder | $5,110 | $6,053-15.6% | $9,312-45.1% | $5,306-3.7% |