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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 | $37,586 | $53,128-29.3% | $86,582-56.6% | $70,126-46.4% |
| Participation rate | 88.3% | 65.3%+23.0pp | 73.5%+14.8pp | 69.5%+18.8pp |
| Annual return | 15.10% | 27.66%-12.6pp | 965.08%-950.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,551 | $2,068-25.0% | $2,839-45.4% | $2,343-33.8% |
| Participant deferral / active EE | $3,285 | $2,695+21.9% | $3,609-9.0% | $3,332-1.4% |
| Admin fee / account holder | $5,108 | $3,584+42.5% | $4,904+4.2% | $4,645+10.0% |