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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 | $30,740 | $78,682-60.9% | $109,188-71.8% | $85,851-64.2% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 13.36% | 25.09%-11.7pp | 25.76%-12.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $6,574 | $2,734+140.5% | $3,723+76.6% | $2,565+156.2% |
| Participant deferral / active EE | $3,968 | $3,468+14.4% | $4,654-14.7% | $3,952+0.4% |
| Admin fee / account holder | $5,250 | $5,470-4.0% | $6,755-22.3% | $6,261-16.1% |