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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 | $35,063 | $48,337-27.5% | $67,560-48.1% | $80,959-56.7% |
| Participation rate | 98.1% | 66.4%+31.6pp | 72.9%+25.1pp | 67.7%+30.4pp |
| Annual return | 15.21% | 18.26%-3.1pp | 3533.50%-3518.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $577 | $2,023-71.5% | $2,737-78.9% | $2,757-79.1% |
| Participant deferral / active EE | $1,155 | $2,928-60.6% | $4,004-71.2% | $4,300-73.1% |
| Admin fee / account holder | $1,137 | $3,695-69.2% | $3,994-71.5% | $6,925-83.6% |