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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 | $34,030 | $53,128-35.9% | $86,582-60.7% | $70,126-51.5% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 37.31% | 27.66%+9.6pp | 965.08%-927.8pp | 73.15%-35.8pp |
| Employer contribution / active EE | $1,915 | $2,068-7.4% | $2,839-32.6% | $2,343-18.2% |
| Participant deferral / active EE | $3,167 | $2,695+17.5% | $3,609-12.2% | $3,332-4.9% |
| Admin fee / account holder | $2,161 | $3,584-39.7% | $4,904-55.9% | $4,645-53.5% |