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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 | $110,410-67.3% | $102,437-64.8% | $145,897-75.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 12.28% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $12,160 | $4,217+188.3% | $3,871+214.1% | $4,663+160.8% |
| Participant deferral / active EE | $3,653 | $5,622-35.0% | $5,060-27.8% | $6,689-45.4% |
| Admin fee / account holder | $3,981 | $9,745-59.1% | $8,388-52.5% | $13,390-70.3% |