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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 | $32,365 | $94,031-65.6% | $115,768-72.0% | $82,448-60.7% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 18.71% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,927 | $2,323+69.0% | $2,940+33.6% | $2,551+54.0% |
| Participant deferral / active EE | $2,826 | $3,972-28.9% | $4,917-42.5% | $4,139-31.7% |
| Admin fee / account holder | $1,252 | $10,249-87.8% | $12,439-89.9% | $7,234-82.7% |