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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 | $35,729 | $89,259-60.0% | $107,187-66.7% | $82,637-56.8% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 15.08% | 21.02%-5.9pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,152 | $3,080-30.1% | $3,782-43.1% | $2,552-15.7% |
| Participant deferral / active EE | $3,371 | $4,037-16.5% | $5,096-33.8% | $4,126-18.3% |
| Admin fee / account holder | $1,285 | $7,381-82.6% | $9,162-86.0% | $7,339-82.5% |