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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 | $33,416 | $91,198-63.4% | $178,503-81.3% | $79,856-58.2% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 12.18% | 24.20%-12.0pp | 151.12%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,416 | $3,257-25.8% | $5,011-51.8% | $2,471-2.2% |
| Participant deferral / active EE | $4,072 | $3,237+25.8% | $5,202-21.7% | $3,741+8.9% |
| Admin fee / account holder | $837 | $6,748-87.6% | $13,987-94.0% | $5,306-84.2% |