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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 | $36,059 | $78,670-54.2% | $109,173-67.0% | $85,847-58.0% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.61%-299.5pp |
| Employer contribution / active EE | $1,839 | $2,734-32.7% | $3,723-50.6% | $2,565-28.3% |
| Participant deferral / active EE | $5,440 | $3,467+56.9% | $4,654+16.9% | $3,952+37.6% |
| Admin fee / account holder | $3,538 | $5,469-35.3% | $6,755-47.6% | $6,261-43.5% |