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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 | $32,585 | $88,672-63.3% | $105,223-69.0% | $82,448-60.5% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 14.29% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,028 | $3,048-33.5% | $3,689-45.0% | $2,551-20.5% |
| Participant deferral / active EE | $2,124 | $4,036-47.4% | $5,072-58.1% | $4,139-48.7% |
| Admin fee / account holder | $5,279 | $7,146-26.1% | $8,859-40.4% | $7,234-27.0% |