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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 | $32,261 | $98,652-67.3% | $142,942-77.4% | $82,448-60.9% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.8%+20.2pp | 68.1%+29.0pp |
| Annual return | 17.30% | 22.65%-5.4pp | 113.70%-96.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,529 | $3,211+9.9% | $4,139-14.7% | $2,551+38.4% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,960 | $8,078-51.0% | $12,475-68.3% | $7,234-45.3% |