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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 | $32,505 | $78,428-58.6% | $95,960-66.1% | $79,852-59.3% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.63%-76.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,188 | $1,945+12.5% | $2,541-13.9% | $2,471-11.5% |
| Participant deferral / active EE | $3,153 | $3,440-8.3% | $4,167-24.3% | $3,740-15.7% |
| Admin fee / account holder | $10,080 | $5,622+79.3% | $6,797+48.3% | $5,306+90.0% |