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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 | $33,282 | $50,554-34.2% | $67,681-50.8% | $87,485-62.0% |
| Participation rate | 95.2% | 67.7%+27.5pp | 73.7%+21.5pp | 68.9%+26.3pp |
| Annual return | 14.50% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $3,574 | $1,988+79.7% | $2,678+33.5% | $2,596+37.7% |
| Participant deferral / active EE | $3,608 | $2,961+21.9% | $3,976-9.2% | $4,274-15.6% |
| Admin fee / account holder | $1,893 | $4,132-54.2% | $6,100-69.0% | $7,775-75.7% |