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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 | $33,326 | $51,638-35.5% | $129,406-74.2% | $80,959-58.8% |
| Participation rate | 72.2% | 56.9%+15.3pp | 69.6%+2.6pp | 67.7%+4.6pp |
| Annual return | 12.36% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,380 | $1,584+176.6% | $4,155+5.4% | $2,757+58.9% |
| Participant deferral / active EE | $2,950 | $2,670+10.5% | $4,167-29.2% | $4,300-31.4% |
| Admin fee / account holder | $1,635 | $4,313-62.1% | $7,689-78.7% | $6,925-76.4% |