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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 | $93,345-65.1% | $119,126-72.6% | $87,485-62.8% |
| Participation rate | 96.8% | 68.7%+28.0pp | 75.8%+21.0pp | 68.9%+27.8pp |
| Annual return | 14.29% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,028 | $3,172-36.1% | $4,034-49.7% | $2,596-21.9% |
| Participant deferral / active EE | $2,124 | $4,099-48.2% | $5,318-60.1% | $4,274-50.3% |
| Admin fee / account holder | $5,279 | $8,039-34.3% | $10,693-50.6% | $7,775-32.1% |