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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 | $36,108 | $111,814-67.7% | $103,374-65.1% | $145,959-75.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 12.28% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $12,160 | $4,214+188.6% | $3,869+214.3% | $4,661+160.9% |
| Participant deferral / active EE | $3,653 | $5,618-35.0% | $5,058-27.8% | $6,689-45.4% |
| Admin fee / account holder | $3,981 | $9,754-59.2% | $8,394-52.6% | $13,398-70.3% |