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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 | $96,731-67.5% | $123,973-74.7% | $86,983-63.9% |
| Participation rate | 97.3% | 70.0%+27.3pp | 76.7%+20.6pp | 69.5%+27.8pp |
| Annual return | 12.36% | 17.33%-5.0pp | 388.13%-375.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $2,224 | $3,297-32.6% | $4,126-46.1% | $2,584-14.0% |
| Participant deferral / active EE | $3,807 | $4,152-8.3% | $5,247-27.4% | $4,194-9.2% |
| Admin fee / account holder | $7,624 | $8,722-12.6% | $11,799-35.4% | $7,856-2.9% |