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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 | $31,875 | $77,920-59.1% | $149,723-78.7% | $75,177-57.6% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 21.46% | 31.72%-10.3pp | 134.50%-113.0pp | 160.75%-139.3pp |
| Employer contribution / active EE | $3,498 | $3,138+11.5% | $4,821-27.5% | $2,671+30.9% |
| Participant deferral / active EE | $5,580 | $3,411+63.6% | $5,682-1.8% | $4,126+35.2% |
| Admin fee / account holder | $1,165 | $5,951-80.4% | $13,215-91.2% | $5,651-79.4% |