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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 | $34,085 | $176,402-80.7% | $134,162-74.6% | $158,966-78.6% |
| Participation rate | 94.7% | 78.7%+16.0pp | 72.2%+22.5pp | 82.0%+12.8pp |
| Annual return | 13.96% | 63.66%-49.7pp | 36.35%-22.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,524 | $5,042-69.8% | $3,705-58.9% | $4,762-68.0% |
| Participant deferral / active EE | $1,535 | $4,093-62.5% | $3,500-56.1% | $5,983-74.3% |
| Admin fee / account holder | $1,378 | $8,719-84.2% | $6,685-79.4% | $11,250-87.8% |