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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 | $35,750 | $96,731-63.0% | $123,973-71.2% | $86,983-58.9% |
| Participation rate | 88.6% | 70.0%+18.6pp | 76.7%+11.9pp | 69.5%+19.0pp |
| Annual return | 15.17% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,932 | $3,297-11.1% | $4,126-28.9% | $2,584+13.5% |
| Participant deferral / active EE | $4,527 | $4,152+9.0% | $5,247-13.7% | $4,194+8.0% |
| Admin fee / account holder | $9,970 | $8,722+14.3% | $11,799-15.5% | $7,856+26.9% |