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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 | $110,337-67.3% | $102,383-64.7% | $145,877-75.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 12.28% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $12,160 | $4,216+188.4% | $3,870+214.2% | $4,663+160.8% |
| Participant deferral / active EE | $3,653 | $5,621-35.0% | $5,060-27.8% | $6,691-45.4% |
| Admin fee / account holder | $3,981 | $9,750-59.2% | $8,391-52.6% | $13,402-70.3% |