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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 | $36,861 | $101,950-63.8% | $125,529-70.6% | $86,983-57.6% |
| Participation rate | 96.7% | 70.2%+26.6pp | 74.7%+22.0pp | 69.5%+27.2pp |
| Annual return | 18.49% | 18.29%+0.2pp | 202.56%-184.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,263 | $2,358-4.0% | $3,058-26.0% | $2,584-12.4% |
| Participant deferral / active EE | $4,448 | $3,862+15.2% | $4,813-7.6% | $4,194+6.1% |
| Admin fee / account holder | $7,259 | $12,791-43.3% | $16,298-55.5% | $7,856-7.6% |