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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 | $32,791 | $91,167-64.0% | $178,498-81.6% | $79,858-58.9% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 16.83% | 24.19%-7.4pp | 151.09%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $4,773 | $3,255+46.6% | $5,011-4.8% | $2,471+93.2% |
| Participant deferral / active EE | $3,587 | $3,236+10.9% | $5,202-31.0% | $3,740-4.1% |
| Admin fee / account holder | $1,265 | $6,747-81.2% | $13,985-91.0% | $5,306-76.2% |