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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 | $31,410 | $93,345-66.4% | $119,126-73.6% | $87,485-64.1% |
| Participation rate | 97.3% | 68.7%+28.6pp | 75.8%+21.5pp | 68.9%+28.4pp |
| Annual return | 12.36% | 19.08%-6.7pp | 282.11%-269.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $2,224 | $3,172-29.9% | $4,034-44.9% | $2,596-14.4% |
| Participant deferral / active EE | $3,807 | $4,099-7.1% | $5,318-28.4% | $4,274-10.9% |
| Admin fee / account holder | $7,624 | $8,039-5.2% | $10,693-28.7% | $7,775-1.9% |